21st October 2017

Portfolio Managers: Daniel GoldFarb, Chris Crooks
Market Cap: Typically <$2 billion at purchase
Vehicle: Separate Account
MountainThe Small Cap Core separate account is run by a portfolio management team that averages 20 years experience and have been working together on this strategy for over 10 years. They emphasize fundamental security analysis that is driven by internal research to identify undervalued companies in both the growth and value spaces.. The team consists of diverse sector specialists that have a quality orientation emphasizing earnings, return on investment capital, growth, corporate strategy and management strength. The fund specializes in allocating capital to shares of domestic companies with outstanding profitability. A typical company’s strong profitability and sustainability may be due to the high market share created by operating in niche markets.  As long-term investors the team looks to invest in these types of companies and tend to benefit from growing earnings and book value over time with lower volatility of returns given the underlying solidity of these business models. The team looks for investments with an average market cap within the capitalization range of the Russell 2000 index. They target a holding period of 3-5 years in a high conviction portfolio across 40-70 holdings.

Portfolio Managers: Daniel GoldFarb, Chris Crooks
Market Cap: Typically <$500 million at purchase
Vehicle: Separate Account, Mutual Fund (Institutional and investor share classes)

houseThe Small Cap Opportunities product is run by a portfolio management team that averages 20 years experience and has been working together on this strategy for over 10 years. They emphasize fundamental security analysis that is driven by internal research. The team consists of diverse sector specialists that have a quality orientation emphasizing earnings, return on investment capital, growth, corporate strategy and management strength. The Fund specializes in allocating capital to shares of domestic companies with outstanding profitability. A typical company’s strong profitability and sustainability may be due to the high market share created by operating in niche markets.  As long-term investors, the team looks to invest in these types of companies and tends to benefit from growing earnings and book value over time with lower volatility of returns given the underlying solidity of these business models. This is a high conviction portfolio across 40-70 holdings.  

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