ENDURANCE Small Cap Core Equity

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Minority Owned Firm

Endurance Investment Management, LLC is a Chicago based Minority owned firm in addition to being 100% employee owned.

Exclusive Focus

Our complete focus is on our Small Cap Core strategy

The Small Cap Core Equity strategy seeks to invest in small-cap stocks that exhibit both growth and value characteristics. We maintain a portfolio with stocks that have solid growth potential and with stocks that are undervalued. We strive to outperform the R2000 Equity Index over market cycles.

We believe investors will increasingly recognize that they could be better served by employing a “Core” small cap manager rather then the typical scenario of hiring two managers: One for value and one for growth. Despite the popularity of style investing we believe a “Core” small cap strategy provides for a slightly better return and risk profile; increased efficiency; eliminates the need to time style shift and leads to less administrative overhead.

Endurance Investment Management LLC is a registered investment advisor.

Nothing in the contents of this site should be construed as a solicitation or recommendation. Opinions expressed are on a general basis and should not be relied upon as a guide for investment. The past may not be a guide to future performance.

Performance results are shown net of all trading costs and an annual management fee of .90%.