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SMALL CAP GROWTH
INVESTMENT PHILOSOPHY
The genesis of this investment approach originated via extensive back testing by Portfolio Manager Mark Garfinkel, CFA. The back-testing revealed that an equally-weighted portfolio of approximately 200 stocks with positive return characteristics (e.g. improving earnings trends, solid fundamentals, reasonable valuation, etc.) produced an attractive risk/reward profile. The historical outperformance (see Full Performance Record) of this investment process since inception has not only validated this thesis, but also refutes a long-standing belief that only concentrated portfolios can provide alpha.
THE TEAM
Perimeter Capital Management’s Small Cap Growth Equity process is managed
through a team-based approach. Chief Investment Officer Mark Garfinkel, CFA and
James N. Behre, Director of Research, execute investment decisions as a team
with Mark having overall portfolio management responsibility. Research analysts
Patrick Kirksey and Carrie Tallman work directly 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.
INVESTMENT STRATEGY
Perimeter
Capital's investment strategy follows three (3) principles:
- Earnings growth and improving company fundamentals drive stock performance;
- Diversification controls risk; and
The sell discipline is the critical link to successful stock selection.
The pillars of our investment strategy have not changed since the
discipline’s inception in October of 1998.
BENCHMARK
We believe
the Russell 2000 Growth index is an appropriate benchmark
for the Perimeter Capital Management Small Cap Growth investment discipline.
The Perimeter Small Cap Growth Fund is available to US investors only and may not be available
in all states. The Perimeter Small Cap Growth Fund is distributed by SEI
Investments Distribution Co., which is not affiliated with the
adviser.
PRIVACY POLICY |
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