We aim to own dividend-paying companies. Our rigorous process, honed over more than two decades spent researching smaller companies, focuses on three key elements.
Growth
Small caps are known for their dynamic growth potential. We focus on those companies we believe best positioned to realize this higher potential.
Quality
Quality matters. We seek dividend-paying companies with sustainable business models, higher returns on capital, and lower debt.
Valuation
Price matters. Buying inexpensive companies can improve the likelihood of outperformance.
An active strategy that owns small cap dividend-paying US companies with good growth potential, higher quality, and lower valuation
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