Investment Strategies

Small Cap Growth

Founding PM with track record that spans 20+ years. Top-decile performance among strategy’s peers over multiple time periods.

Top-decile performance based on being in the top decile among the U.S. Small Cap Growth Equity universe as determined by Nasdaq’s eVestment platform over the last 1, 5, 7, and 10 years. Universe size was 188 strategies as of the July 15, 2024 peer ranking review.

Options Solutions

Strategies designed to help investors enhance yield and manage risk. Led by options industry pioneers.