Topics discussed
Current Small Cap Environment
The landscape for small-cap growth investing and why the opportunity set is particularly compelling today.
Investment Philosophy
The 5Perspectives Growth Team’s multi-discipline analytical framework and how it applies to small-cap companies.
Applying the Five Perspectives
Examples of how the team uses its five analytical lenses to evaluate and select small-cap growth opportunities.
Portfolio Themes & Opportunities
Current themes driving the portfolio, including innovation, electrification, and secular growth trends.
Team Dynamics & Shared Conviction
How the team collaborates and builds shared conviction across its investment process.
“A theme is more powerful than an industry because a theme can cut across industries.”
— Drew Cupps, Head of Team, Portfolio Manager & Analyst
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