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Small Cap Growth

- Sector agnostic, focused on finding growth stocks with a long-term edge.
- 50-70 liquid US equities, generally purchased below $3B market cap, max holding typically within Russell 2000 Growth Index range.
- Buy initial full positions at 1-3%; generally trim positions over 4%
- Maintain fully invested, with cash typically less than 10%
- Build from the bottom up, holding weights based on conviction.
Seek to control through diversified portfolio characteristics
Limit sector to 30% of portfolio or 150% of Russell 2000 Growth Index benchmark
Target 50% to reduce trading costs, create tax advantages

Fact Sheets


Form ADV & CRS