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Large Cap
Mid/Small Cap
Bonds/Fixed Income
Concentrated Stock Positions
Our Investment Strategy

Mid/Small Cap

When investing in mid- and small-cap stocks, we look for companies with unique niches, visionary management, and markets showing strong growth. Our mid- and small-cap strategy seeks out companies with strong revenue growth, and we seek these companies amongst a broad range of industries.

There are a multitude of companies in the universe of mid/small-cap stocks. Our job is to build a portfolio of mid/small companies that can sustain strong growth for many years. These are the businesses that make good long-term investments.

Owning mid- and small-cap stocks adds more robust growth to your portfolio, and can also help diversify your portfolio. However, investing in smaller, fast growing companies is inherently risky. These stocks can have a place in your portfolio, if we carefully evaluate your ability to assume this risk.

Learn about how we choose large-cap stocks

Learn about our strategy for bonds and fixed incomes.

Find out how we transition concentrated stock positions.