MVP Small Cap Core

Overview

The MVP Small Cap Core strategy uses a fundamental, bottom-up approach that seeks to identify underpriced securities with a strong potential for long-term appreciation. The investment process starts with a deep fundamental analysis of the universe by our sector specialists followed by the application of our proprietary cash flow-based Price Discovery and Relative Value models. The portfolio is then constructed using the most attractive stocks by sector with a focus on risk control.

Investment Philosophy

Wealth creation is generated from persistent improvements in cash flow return on investment (CFROI). Such improvements are discovered through unbiased fundamental research and realized with disciplined portfolio construction and risk control.

Portfolio Management

Daniel Skubiz, CFA

Chief Investment Officer — MVP Group, Senior Portfolio Manager

Gary Hurlbut, CFA

Senior Portfolio Manager

Helen Li, CFA

Senior Equity Analyst

Danette Miller, CFA

Senior Equity Analyst

Matt Nahorski

Senior Equity Analyst

John Prys, CFA, CPA

Senior Equity Analyst
Snapshot

Benchmark: S&P 400
Inception Date: March 1, 2002
Investment Team: MVP Group

 

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