US Small Company Growth

At Calabash, we believe that a unique tapestry of investing philosophies that combines quantitative investing with fundamental investing gives us an edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior investment returns.

Philosophy

At Calabash, we believe that a unique tapestry of investing philosophies combining quantitative investing with fundamental investing gives us an edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior risk adjusted investment returns.

Our approach is grounded in the belief that markets are not always perfectly efficient and that fundamentally sound systematic strategies, can exploit inefficiencies to identify attractive investment opportunities. We leverage advanced statistical models, and quantitative techniques to analyze vast amounts of data and uncover actionable insights.

We believe in maintaining a diversified portfolio of systematically selected investments, leveraging quantitative signals to identify undervalued securities, manage risk effectively, and optimize portfolio construction.

Investment Strategy

Our investment strategy is centered on strategically identifying fundamentally strong US public equities within growth-centric sectors, while leveraging quantitative metrics to uncover small capitalization companies poised for enduring capital appreciation. We begin by conducting rigorous fundamental analysis to identify companies with solid growth prospects, strong competitive advantages, and sustainable business models within growth-centric sectors of the US market. Our focus on fundamentals allows us to select companies with the potential for long-term value creation and capital appreciation. Overall, our investment strategy combines the best of fundamental analysis and quantitative techniques to identify high-quality investment opportunities within growth-centric sectors of the US market, with the aim of delivering superior risk-adjusted returns over the long term.

Process

Our investment strategy is centered on strategically identifying fundamentally strong US public equities within growth-centric sectors, while leveraging quantitative metrics to uncover small capitalization companies poised for enduring capital appreciation. We begin by conducting rigorous fundamental analysis to identify companies with solid growth prospects, strong competitive advantages, and sustainable business models within growth-centric sectors of the US market. Our focus on fundamentals allows us to select companies with the potential for long-term value creation and capital appreciation. Overall, our investment strategy combines the best of fundamental analysis and quantitative techniques to identify high-quality investment opportunities within growth-centric sectors of the US market, with the aim of delivering superior risk-adjusted returns over the long term.

Objective

Long-Term Capital Appreciation: Ultimately, the overarching objective of the investment strategy is to achieve enduring capital appreciation over the long term. By focusing on fundamentally strong equities within growth-centric sectors and uncovering small cap opportunities, the strategy aims to deliver sustainable growth and value for investors over time. Uncover small capitalization Opportunities: Leveraging quantitative metrics, the strategy aims to uncover small capitalization companies with significant growth potential. This involves utilizing quantitative analysis techniques to identify undervalued or overlooked small cap gems poised for enduring capital appreciation. Mitigate Risk: While pursuing growth opportunities, the strategy aims to mitigate risk by conducting thorough risk assessments and maintaining a diversified portfolio. This involves analyzing factors such as market volatility, sector-specific risks, and company-specific risks to manage downside risk and preserve capital. Optimize Risk-Return Profile: Another objective is to optimize the risk-return profile of the investment portfolio. This involves striking a balance between potential returns and associated risks, ensuring that the portfolio’s risk exposure is commensurate with its return objectives and risk tolerance.

US Small Company Growth Overview

Philosophy

Investment Strategy

Process

Objective

US Small Company Growth Overview

0+

0

0+

<=$0M