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Investment Approach


The Small-Cap Growth Strategy’s management team seeks to provide long-term capital appreciation by investing in a diversified portfolio of small sized companies that exhibit growth characteristics.


Philosophy & Process


The Strategy focuses on companies that the management team believes have superior growth opportunities that meet minimal hurdle rates for capital efficiency and free cash flow and are reasonably priced. Specifically, the management team looks to invest in companies that have consistent and higher-than-average earnings growth, are financially stable with a below-average debt level, have a leadership position in their industry, have an effective management team, and whose stock price is attractive relative to the market and the company’s growth rate.

The management team’s investment approach is designed to achieve consistent long-term returns across the full breadth of market conditions and economic cycles. Its investment process focuses on security selection. The team believes this is the best way to position the Strategy to achieve an optimal balance between potential reward and investment risk over a complete market cycle.

Management Team

Brian Matuszak
Brian Matuszak

Senior Portfolio Manager

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 (As of )