Why Small Caps?

Small caps may offer significant growth potential, diversification benefits, and the ability to leverage a low information space. However, small caps (as represented by the Russell 2000 Growth Index) have trailed large caps (as represented by the Russell 1000 Growth Index) for the last several years, leaving many investors potentially underexposed to the asset class or questioning the allocation at all.

We believe small caps offer a compelling opportunity and our approach, which focuses on investing in high-quality companies with demonstrated profitability and strong fundamentals, allows investors to maintain a strategic allocation to small caps vs trying to time entry and exit points.