Overview


Benchmark: Russell 2500® Growth Index
Inception Date: 9/30/15

We are a traditional growth manager, providing a portfolio that has true exposure to small- and mid-cap companies.  Our primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the Russell 2500 Growth benchmark.  We believe our sound, long standing philosophy executed over different market environments by the founding portfolio manager is a powerful combination.  All team resources and effort are dedicated to our high quality growth investment style and we stay true to our investment principals regardless of the environment.

Portfolio Construction

  • A concentrated portfolio of generally 60-70 stocks
  • The average position is 1%-3%, not to exceed 5%
  • Sector weights 75%-125% relative to the benchmark
Contact US

Portfolio Manager Jonathan Good provides highlights of the new Small/Mid Cap Growth Strategy.

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Performance

ALL DATA AS OF 9/30/2022
QTR YTD 1 Year 3 Years 5 Years Since Inception
Small/Mid Cap Growth (Gross) -0.34 -28.44 -24.69 10.62 12.94 13.92
Small/Mid Cap Growth (Net) -0.56 -28.89 -25.32 9.70 12.00 12.98
Russell 2500 Growth Index -0.12 -29.54 -29.40 4.76 6.30 8.84
2021 2020 2019 2018 2017 2016
Small/Mid Cap Growth (Gross) 19.42 45.83 38.16 1.07 29.62 6.47
Small/Mid Cap Growth (Net) 18.44 44.61 37.04 0.21 28.70 5.59
Russell 2500 Growth Index 5.04 40.47 32.65 -7.47 24.46 9.73
  • Disclosure

    Annualized Returns
    Returns less than one year are not annualized.

    Past performance does not guarantee future results.