Capital Appreciation


The Frontier Capital Appreciation approach endeavors to provide investors with a well-diversified, small/mid-company portfolio that seeks capital appreciation by owning companies that we believe have above-average earnings growth potential in major growth sectors of the U.S. market.

Portfolio Managers           Michael A. Cavarretta, CFA, Andrew B. Bennett, CFA, and Peter G. Kuechle

Inception                            January 1, 1987

Assets                                  $1.4 billion (as of September 30, 2020)

Style                                    Growth at a Reasonable Price

Capitalization Range        Within the range of the Russell 2500® (at time of initial purchase for the strategy)

Range of Holdings             Approximately 120-140 stocks

Vehicles Offered                Separate Account (open); Limited Partnership (open)

The Frontier Capital Appreciation approach endeavors to provide investors with a well-diversified, small/mid-company portfolio that seeks capital appreciation by owning companies that we believe have above-average earnings growth potential in major growth sectors of the U.S. market.

Portfolio Managers
Michael A. Cavarretta, CFA, Andrew B. Bennett, CFA, and Peter G. Kuechle

Inception
January 1, 1987

Assets
$1.4 billion (as of September 30, 2020)

Style
Growth at a Reasonable Price

Capitalization Range
Within the range of the Russell 2500® 
(at time of initial purchase for the strategy)

Range of Holdings
Approximately 120-140 stocks

Vehicles Offered
Separate Account (open); Limited Partnership (open)