26th September 2017

Why Choose Small Cap?

Higher returns
Lower volatility

Average market cap over $900 million

Competitive liquid alternative to private equity

Offerings

Portfolio Managers: Daniel GoldFarb, Chris Crooks, Stephen Dray
Market Cap: Typically <$500 mil at purchase
Vehicle: Separate Account, Mutual Fund (Institutional and investorshare classes)

houseThe Small Cap Opportunities product is run by a portfolio management team that average 20 years experience and have been working together on this strategy over 10 years. They emphasize fundamental security analysis that is driven by internal research. The team are diverse sector specialists that have a quality orientation emphasizing earnings, ROIC, growth, corporate strategy and management strength. This is a high conviction portfolio across 40-70 holdings.

Portfolio Managers: Daniel GoldFarb, Chris Crooks, Stephen Dray
Market Cap: Typically <$2 bill at purchase
Vehicle: Separate Account
MountainThe Small Cap Core Separate account PM team looks for investments with an average market cap of under 2 billion. They are an experienced team that have diverse sector specialities. They employ fundamental internal research to identify undervalued companies in both the growth and value spaces. They target a holding period of 3-5 years in a high conviction portfolio.

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