Capital Appreciation
Investment Objective
In our Capital Appreciation strategy, we seek long-term capital appreciation by owning small and mid capitalization companies with above-average earnings growth potential that are available at reasonable valuations.
| Manager: |
|
Michael A. Cavarretta, CFA |
| Assistant Manager: |
|
Andrew B. Bennett, CFA |
| Inception: |
|
January 1, 1987 |
| Capitalization Emphasis: |
|
Small/Mid |
| Purchase Range: |
|
Within the capitalization range of the Russell 2500 Index |
| Assets (as of 3/31/10): |
|
$1.8 B |
| Vehicle(s): |
|
Limited Partnership (Open), Separate Accounts (Closed) |
| Minimum Investment: |
|
Limited Partnership $500,000 |
|
