The Small-Cap Opportunity portfolio invests in U.S. based publicly-held stocks.
- Market capitalizations are between $150 million and $2 billion, within the parameters of the Russell 2000 Index.
- We focus our investments in about 20 stocks that our analysis indicates have the highest potential returns, within our risk parameters.
- Holdings are diversified among different industries.
- The average holding period for our stocks is about one year, but the time we hold each stock depends solely on its potential valuation.
