- 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.
Chris Cao, Ph.D, CFA