Small Cap Growthĭearborn Partners’ MVP Small Cap Growth strategy (sub-advised by Ziegler Capital Management, LLC) uses a fundamental, bottom-up approach designed to identify underpriced securities with a strong potential for long-term appreciation. The portfolio is then constructed using the most attractive stocks by sector with a focus on risk control. The investment process begins with a deep fundamental analysis of the universe by sector specialists, followed by the application of proprietary cash flow-based Price Discovery and Relative Value models. Small Cap Coreĭearborn Partners’ MVP Small Cap Core strategy (sub-advised by Ziegler Capital Management, LLC) uses a fundamental, bottom-up approach designed to identify underpriced securities with a strong potential for long-term appreciation. The resulting portfolio is monitored for valuation opportunities, with the final portfolio typically holding between 20 – 30 securities.
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Companies are screened for strong and sustainable returns on invested capital, consistent free cash flow generation, balance sheet strength, and shareholder value creation.
The Dearborn Partners’ Large Cap Value (sub-advised by Aristotle Capital Management, LLC ) product applies a fundamental, bottom-up stock selection process to U.S.-traded securities with a market capitalization greater than $5 billion. The resulting portfolio typically holds between 35 – 45 securities. Companies are screened for above-industry growth rates in sales and earnings, balance sheet strength, and shareholder value creation. The Dearborn Partners’ Large Cap Growth (sub-advised by Logan Capital Management, Inc.) product applies fundamental business, macroeconomic, and technical analyses to U.S.-traded securities with a market capitalization greater than $5 billion. We also have experience managing private endowments and foundations. We have a special focus and expertise in Taft-Hartley Plans and public funds.
Our Portfolio Management services are available to all institutions.
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