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We believe the small-cap and small/mid-cap equity markets are 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
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managed account for our investment advisory services and not our mutual fund.
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