Bosun Small Cap Growth

With a 20+ year track record under its founding PM, Bosun Small Cap Growth benefits from a robust process refined over decades.

Our fundamental, forward-looking process focuses on companies with key competitive advantages and positive business conditions. The team is enabled by a proprietary framework combines assessment of company fundamentals, thematic forces, and technical behavior to determine overall stock attractiveness.

The team has worked collaboratively together for 16+ years, investing in growth companies across market cycles.

Powering the Portfolio

Our multi-faceted approach has been built and refined over decades.

Investment Team Highlights

Andrew Cupps | Portfolio Manager

31 years of investment experience

Prior to joining Bosun Asset Management, Drew was a member of the Advisory Research Partner Group. Prior to joining Advisory Research in 2016, Drew was the founder and portfolio manager of Cupps Capital Management (CCM). Drew also worked at Strong Capital Management, where he managed hedge fund and mutual fund assets beginning in 1994. At Strong, Drew managed the Strong Enterprise Fund from its inception in October 1998 until October 2000. Before Strong, Drew worked at Driehaus Capital Management beginning in 1992. Drew holds an AB in economics from Harvard.

Kevin J. Leitner, CFA | Analyst

31 years investment experience.

Prior to joining Bosun Asset Management, Kevin served as as a Managing Director, a Research Analyst, and a Head Trader at Advisory Research. Prior to Advisory Research, Equity Analyst at Cupps Capital Management (CCM) with primary responsibility for retail and consumer companies. Prior to joining CCM, Kevin was an Equity Analyst for the Cupps Team at Strong Capital Management. Before Strong, he was a business volunteer for two years for the United States Peace Corps in Romania. There he was involved in the country’s privatization process as a Consultant to Transylvania Capital Invest. Before his Peace Corps service, he was an Equity Analyst at Harold C. Brown in Buffalo, New York, and a Statistical Analyst for American Express Financial Corporation in Minneapolis. Kevin holds a BA in finance from the University of Iowa. Kevin is a Chartered Financial Analyst (CFA®) charterholder

Chris A. Bush | Analyst

16 years of investment experience

Prior to joining Bosun Asset Management, Kevin served as a Senior Vice President and Trader at Advisory Research. Prior to Advisory Research, Chris was a trader and Operations Associate at Cupps Capital Management (CCM). He has responsibilities in the trading and operations functions of the firm and manages the IT infrastructure. Chris holds a BA in economics and a BS in business administration from Saint Joseph’s College in Indiana. During his college tenure, Chris received the Board of Trustees Award in Business Administration.