Bosun U.S. Small Cap Growth
Our Process
With a 20+ year track record under its founding Portfolio Manager, Bosun U.S. Small Cap Growth benefits from a process refined over decades.
The team focuses on companies with competitive advantages and secular tailwinds. Investment decisions are powered by a proprietary framework that combines fundamental, thematic, and technical analysis to determine overall investment attractiveness.
The team has worked together for over 17 years, investing in growth companies across market cycles.
Powering the Portfolio
Bosun believes that a multidisciplinary approach is crucial for evaluating stocks. The team uses its Five Perspectives framework to derive an Attractiveness Score for each investment opportunity. The Five Perspectives research methodology considers business model characteristics, valuation, management team, technical behavior, and thematic timeliness.
Team
Andrew Cupps
Portfolio Manager
30+ years of investment experience
Drew Cupps uses a propriety investment framework built over decades to manage the Bosun U.S. Small Cap Growth strategy. Before joining Bosun Asset Management, Drew was a Portfolio Manager at Advisory Research Investment Management. He founded and managed Cupps Capital Management and managed hedge fund and mutual fund assets at Strong Capital Management. Drew began his career at Driehaus Capital Management in 1992.
Drew holds an AB in Economics from Harvard.
Kevin Leitner, CFA
Equity Analyst and Trader
30+ years of investment experience
Kevin utilizes his extensive trading and research experience to bring valuable insights to the Bosun Small Cap Growth Team. Before joining Bosun, Kevin was a Managing Director, Research Analyst, and Head Trader at Advisory Research. He also worked as an Equity Analyst at Cupps Capital Management, Strong Capital Management, and Harold C. Brown, and was a Statistical Analyst at American Express Financial Corporation.
Kevin holds a BA in Finance from the University of Iowa. Kevin is a Chartered Financial Analyst (CFA®) Charterholder.
Chris Bush
Process & Quantitative Analyst
17+ years of investment experience
Chris is a Process & Quantitative Analyst and manages the Bosun proprietary investment platform. Prior to joining Bosun, he was a Trader and Operations Specialist at Advisory Research. He also managed the IT infrastructure. Before joining Advisory Research in 2016, Chris was an Operations Associate and Trader at Cupps Capital Management.
Chris holds a BA in Economics and a BS in Business Administration from Saint Joseph’s College in Indiana.