EN Other
  • AUM $631 million
    (June 30, 2018)
  • Inception Date 2006
  • Vehicles Available
    • Separate Account
 

Investment Philosophy

  • We look for small capitalization value stocks that are mispriced or misunderstood by the market.
  • We employ a disciplined process that integrates fundamental insights and portfolio construction that assesses available market information and seeks to identify individual stocks that will outperform or underperform the benchmark.

Our Value Add

  • Experienced team of investment professionals have successfully managed portfolios together since 1996.
  • Client objectives are integrated into all aspects of research, portfolio construction and risk control.

Portfolio Managers

 Chris Cao, Ph.D, CFA

Chris Cao, Ph.D, CFA

 Michael Farrell

Michael Farrell