Explore Our Strategies
Small cap strategies
Core equity strategies
In Canada: The US, Global, and International small cap strategies are available in either pooled or separately managed accounts. The Canadian small cap and North American equity strategies are only available in separately managed accounts.
In the United States: The US, Global, and International small cap strategies are available in separately managed accounts only.
We believe that superior risk-adjusted returns may be achieved by long-duration investing within a concentrated portfolio of high-quality companies that offer a higher expected return with lower risk than the market.
Our definition of a high-quality small cap company is one that has a set of enduring attributes that result in strong and reliable cash flow:
Central to our philosophy is management quality, which we believe is the primary driver to small business success. Astute management decisions can have direct and immediate impacts to a small cap company’s performance and the establishment of long-term corporate and industry quality.
We believe a proper assessment of management’s intangible traits is critical to a company’s return prospects and risk profile.