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 and Andrew B. Bennett, CFA

Inception                            January 1, 1987

Assets                                  $3.2 billion (as of September 30, 2017)

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 (closed); 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 and Andrew B. Bennett, CFA

Inception
January 1, 1987

Assets
$3.2 billion (as of September 30, 2017)

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 (closed); Limited Partnership (open)