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We believe the small-cap equity market is inefficient, which enables proven investors to identify a research gap that can deliver superior risk-adjusted returns over the long-term.
The research gap and small-cap inefficiency are created by:
Structural changes on Wall Street
A decline in sell-side coverage and compensation has led to a higher probability of errors in sell-side models
Accessible but underfollowed management teams
Potential for higher fundamental growth
Company specific fundamentals less impacted by global economy
By clicking “Proceed to Commentary Page,” you are acknowledging that you are viewing commentary for the Small Cap Growth separately
managed account for our investment advisory services and not our mutual fund.
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