Small Cap Growth
Objective
The strategy seeks superior risk-adjusted returns by allocating capital to small cap companies that demonstrate earnings growth at consistently high levels of profitability.
Strategy
The Strategy can be accessed via SMA and Mutual Fund (GAMIX)
The Crow Point Small Cap 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 Management
Contact
Patrick Mullin, CFA
Managing Director
Tel: 781-875-3185
patrick@cppinvest.com
Portfolio Guidelines
› Typically 40 – 60 positions
› Maximum position size of 5%
› Top 10 positions generally 30% of portfolio
› Target active share > 90%
› Sector exposure not to exceed 150% of benchmark
Top Ten Holdings
As of 9/30/2018
Sector Exposure
As of 9/30/2018
Performance
As of 11/30/2018
Growth of $10,000 Since Inception
As of 11/30/2018
Standardized Returns (%)
As of 11/30/2018
