Small Cap Growth

OVERVIEW

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

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

Performance

As of 11/30/2018



Growth of $10,000 Since Inception

As of 11/30/2018



Standardized Returns (%)

As of 11/30/2018

DOCUMENTS

Documents


Fact Sheet

> Presentation

> Analytics

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