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1998-2012 Celebrating more than 10 years of Small Cap Growth Investment Management.
October 2008 marked the 10 year anniversary of the Perimeter team's U.S. Small Cap Growth investment discipline and performance composite.
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Perimeter’s Small Cap Growth investment philosophy is based on the belief that a highly diversified, nearly equal-weighted portfolio of stocks can minimize the risk and volatility inherent to small cap investing and can do so without sacrificing the growth that makes the asset class so attractive.
The goal of Perimeter’s strategy is to construct and maintain a portfolio of small cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy.
We understand the consistency and discipline with which we execute our strategy is a key determinant of the future success of our investment approach. This philosophy has not changed since the inception of the strategy in October 1998.
We believe the Russell 2000 Growth Index is an appropriate benchmark for our Small Cap Growth investment strategy.
Small Cap Growth Disclosure
Perimeter Capital Management’s Small Cap Growth process is managed through a team-based approach. Mark Garfinkel, CFA and James N. Behre execute investment decisions as a team with Mark having overall portfolio management responsibility. Research analysts Patrick Kirksey, CFA, Anthony Raab, Brian Crawford, CFA and Carrie Tallman, CFA work daily with Mark and Jim in the areas of research, portfolio management and client service. Adam C. Stewart, CFA, serves as the team’s dedicated equity trader, managing all aspects of trading and trade operations for the firm.
Click here for an introduction to our individual team members.
Perimeter’s Small Cap Growth strategy is available through separate account management to clients with a minimum of $10 million.
The team also manages the Perimeter Small Cap Growth Fund, a ’40 Act mutual fund.
Please click here for information on the Perimeter Small Cap Growth Fund.
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