The Capital Growth Strategy aims to maximize long-term capital appreciation while outperforming the Russell Global Small Cap Index over a full market cycle. The Russell Global Small Cap Index represents small to mid-size companies across all industries with a median market capitalization of $650M.

To achieve this objective, we invest in securities of companies that are growing faster than the overall economy. We add value by monitoring secular trends, business cycles, industry dynamics, and competitive forces to position the portfolio into assets that will outperform the market.