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Why Core Approach?

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 our research has shown that 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.

 

 

 
 

Investment Approach
The portfolio generally owns 80-100 stocks. The variation in the number of holdings depends upon market liquidity and the number of stocks that meet our quantitative and fundamental criteria. The targeted universe of companies for research are those with market capitalizations below $4 billion. A significant majority of the holdings fall within the $300 million and $4 billion market cap range. The ten largest holdings typically represent between 15% and 20% of the portfolio.
 
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Copyright 2005 Endurance Investment Management, LLC All rights reserved

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%.