Us Small Cap Strategy

US Investors


The US Small Cap Equity strategy seeks long term capital appreciation by investing in a concentrated group of growth-oriented US domiciled small capitalization equities (market cap less than $7 Billion at purchase). Performance goal is to exceed the return of the MSCI USA Small Cap Index and Russell 2000 Equity weighted Indices (USD).

Investment approach

We employ a bottom up process to develop high conviction portfolios comprised of lasting, high quality companies which exhibit the following characteristics:

  • High returns on capital
  • Defensible business models
  • Industry-leading management teams
  • Strong, consistent free cash flow generation

Comprehensive research

Our subjective evaluation of management teams is a critical step in our process—and has many times proven to be our most effective predictor of future stock performance. Our extensive experience helps us to differentiate between good management teams and exceptional ones. We believe this is absolutely critical to delivering long-term results.

Based on a set of firm-wide values, we believe environmental, social, and governance (ESG) factors are key elements of our long term value to clients. As active investors, we must delve into each companies risk and opportunities, including those related to ESG. We believe that supporting responsible business conduct best protects our client’s capital.


844-430-5501 (toll-free)


120 Adelaide Street West, Suite 1901
P.O. Box 33
Toronto, ON M5H 1T1

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