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Salient SmallMid Core Portfolio

Overview

Philosophy

The Salient SmallMid Core investment philosophy is based upon the belief that superior investment results can be achieved by constructing a core portfolio of niche focused, small- and mid-cap companies.

Strategy

The investment team strives to achieve superior returns by selecting companies with positive current earnings and reasonable valuations. Typically, investments include companies focused on one business which routinely pay cash dividends.

Process

The investment team strives to achieve superior returns by selecting companies with positive current earnings and reasonable valuations. Typically, investments include companies focused on one business which routinely pay cash dividends.

  1. Quantitative screen to identify growth & value companies that meet specified hurdles, such as leverage and profitability
  2. Qualitative review of eligible companies looking for niche dominance, high quality management teams and well defined growth strategies
  3. Fundamental research on resulting universe to identify companies with strong financials and identifiable sustained competitive advantages
  4. Construct concentrated, relatively sector neutral portfolio of growth & value companies and manage risk
Team

David L. Ruff, CFA

Managing Director & Senior Portfolio Manager
San Francisco

Randall T. Coleman, CFA

Portfolio Manager
San Francisco

Bruce R. Brewington

Portfolio Manager
San Francisco

Eric Sagmeister

Portfolio Manager
San Francisco

Paul Broughton, CFA

Portfolio Manager
San Francisco

Aaron Visse, CFA

Portfolio Manager
San Francisco

Hwee-See Teng

Investment Analyst
San Francisco

Related Resources

Separately Managed Accounts and related investment advisory services are provided by Forward Management, LLC, a federally regulated Investment Advisor.