Concentrated SMID Growth

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OVERVIEW

Objective


The strategy seeks superior absolute returns over the long term by allocating capital to the firm’s highest conviction, long duration growth ideas. Generally, these companies will exhibit low but growing market share in large addressable markets. These companies will offer the long term potential of for high gross and operating profit margins driving significant long term earnings growth.

Strategy


The Crow Point Concentrated SMID Growth Strategy is sub-advised by Cold Creek Capital, Inc, an affiliate of Crow Point Partners whose investment team have spent a combined 50 years managing Small & Mid Cap Growth portfolios at some of the worlds most well respected asset management firms, including John Hancock Advisors, Congress Asset Management, and Baring Asset Management.

Portfolio Guidelines


› Typically 8 – 15 positions

› Maximum position size of 25%

› Target active share > 95%

Portfolio Management


Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidelines


› Typically 8 – 15 positions

› Maximum position size of 25%

› Target active share > 95%

Top Ten Holdings

As of
 
3/31/2019

Sector Exposure

As of
 
3/31/2019

PERFORMANCE

Performance

As of
 
3/31/2019

Growth of $10,000 Since Inception

As of
 
3/31/2019

Standardized Returns (%)

As of
 
3/31/2019