Microcap Equity
Team Introduction
Key Stats
Strategy Profile
2Q 2023Inception Date
March 1, 2013
Strategy AUM ($M)
$ 229.8
Price/Earnings1
14.0
Avg. Market Cap. ($B)
0.9
Strategy Overview
The Microcap Equity strategy seeks opportunities in microcap stocks of sound businesses that are priced significantly below our estimation of intrinsic value. Rather than focus on traditional value factors, our process relies on multiple valuation methodologies to determine intrinsic value while also applying a margin of safety. We believe that such an approach, mirroring a private-buyer mindset, can preserve capital through improved downside protection and deliver attractive risk-adjusted returns over full market cycles.Recent Videos
 Why Microcap Now? |
 The Case for an Active Microcap Manager |