%20(500%20%C3%97%20150%20px)%20(600%20%C3%97%20150%20px).png)
Small/Mid Cap Growth
Investing in Small/Mid Cap Growth stocks offers high potential returns by targeting companies with market capitalizations between $300 million and $10 billion, often in early growth stages. These companies typically show strong revenue and earnings growth through innovative products and expanding market share. While more volatile than large-cap stocks, their growth potential can enhance long-term portfolio performance. Carefully selecting these stocks allows investors to benefit from the dynamic potential of emerging market leaders.
What is Small Cap and Mid Cap?
Small Caps are stocks with a total market value of $300 million to $10 billion, and Mid Caps have a total market value of $2 billion to $10 billion.
​
Benefits of Small & Mid Cap Stocks
-
Huge growth potential
-
Most mutual funds don’t invest in them
-
They are often under-recognized
​
Risks of Small & Mid Cap Stocks
-
Can be more volatile
-
More susceptible to economic pressures
​
Why We Invest in Small Cap and Mid Cap
​
Historically, small and mid cap stocks outperform the stock market as a whole. We believe that with proper research and active management, exceptional results may be realized, as long as investors are willing to ride out the short-term ups and downs. Our strategy holds a combination of small and mid cap stocks, with individual holdings diversified across a wide variety of industries and sectors. We do not invest in penny stocks.