MVP Small Cap Growth

Overview

The MVP Group’s Small Cap Growth 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 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

Chief Investment Officer — MVP Group, Senior Portfolio Manager

Senior Equity Analyst

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 Portfolio Manager
Snapshot

Benchmark: Russell 2000 Growth
Inception Date: November 1, 2000
Investment Team: MVP Group

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