Investment Approach
Benefits of Investing in Smaller, Undiscovered Managers
Higher return potential
• Hunger to succeed
• Driven by performance, not size of assets
Strong spirit of partnership
• Higher level of transparency
• Greater access to portfolio management team
More nimble
• Greater flexibility in uncertain markets
• Larger investment universe; ability to invest across market caps
Lower correlation and diversification benefits
• Focus on less followed securities
• Limited overlap of holdings