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Small-Cap Strategy


The Small-Cap Growth strategy is invested in a diversified portfolio of high-performing micro and small-cap stocks with the goal of achieving excess returns over a long period of time.  The process focuses on sector and technical analysis to find companies that are either in, or entering into, an accelerated stage of earnings growth.  Our pragmatic approach leads to the top selections being purchased for the portfolios with the end goal to hold 20 to 30 high-performing stocks.  Once the portfolio is esablished, fine-tuning is essential by selling the laggards and adding to the leaders.

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