INVESTMENT PHILOSOPHY
We seek to build a concentrated, core-oriented, low turnover portfolio of companies that we believe have strong business fundamentals, attractive valuations, and Sustainable Drivers that stem from a company’s products, services, or operations.
MAIN AIMS
Sustainable Drivers:
Our investment team looks for Sustainable Drivers in each investment, which we believe can improve financial outcomes or competitive advantages through sustainability-related activities.
Integration of fundamental and sustainable investment research:
We believe the small-cap asset class presents unique research challenges that our process is well positioned to navigate. Integrating fundamental and sustainable investment research adds an informational edge that helps us identify high quality investments.
Long-term investing:
We have developed our expertise and built institutional knowledge in U.S. Small-Caps throughout 27+ years of investment experience, since the inception of our U.S. Small-Cap Growth Strategy in 1993.
