Overview

The MVP Small Cap Core strategy uses a fundamental, bottom-up approach designed to identify underpriced securities with a strong potential for long-term appreciation. The investment process starts with a deep fundamental analysis of the universe by our sector specialists who then evaluate projected levels of cash flow return on investment to identify those stocks that provide the highest potential appreciation. The portfolio is then constructed using  what we feel are the most attractive stocks by sector with a focus on risk management strategies.

Investment Philosophy

Wealth creation is generated from persistent improvements in cash flow return on investment (CFROI). Such improvements are discovered through unbiased fundamental research and realized with disciplined portfolio construction and risk control.

Portfolio Management

Senior Equity Analyst