MVP Small Cap Core

Overview

The MVP Small Cap Core strategy uses a fundamental, bottom-up approach designed 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 who then evaluate projected levels of cash flow return on investment to identify those stocks that provide the highest potential appreciation. The portfolio is then constructed using  what we feel are the most attractive stocks by sector with a focus on risk management strategies.

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

CIO — MVP Group,
Senior Portfolio Manager

 (314) 797-5679
 dskubiz@zieglercap.com

Greg Glidden

Greg Glidden

Chief Equity Strategist

 (314) 797-5675
 gglidden@zieglercap.com

Senior Equity Analyst

Snapshot

Benchmark: Russell 2000
Inception Date: October 1, 2000 

Looking to Invest?

Long-term partnerships start with a conversation so we can gain a better understand your goals and interests and to provide you a deeper knowledge of our approach. Let's start that conversation.

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