Products

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SMALL CAP DISCOVERIES

Portfolio Manager: Gary C. Hatton, CFA Inception: July 31, 2004
Market Cap: Typically <$700 mil at purchase 60-80 Holdings
Vehicle: Separate Account, $5 million minimum
    LLC, $100,000 minimum                                                                                       Non-US Institutional Investors, UCITS
The Discoveries product has a focus on strong companies with market capitalizations under $700 million that exhibit, or have a catalyst for, accelerating earnings growth. The PM utilizes LifeCycle diversification as a risk mitigation tool, as the three LifeCycles have disparate performance drivers.
SMALL CAP FOCUSED GROWTH

Portfolio Manager: Andrew L. Beja, CFA Inception: August 1, 2007
Market Cap: Typically $200 mil - $2 bil at purchase ±40 Holdings
Vehicle: Separate Account, $5 million minimum
    Non-US Institutional Investors, UCITS
The Focused Growth strategy was created in 2007 by Mr. Beja who subsequently joined Granahan in 2011. The PM seeks companies that can sustain 15%+ growth over the foreseeable future, and are in his areas of expertise: technology services, internet, consumer, and business services.
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SMALL CAP ADVANTAGE

Portfolio Managers: Gary C. Hatton, CFA;              Andrew L. Beja, CFA  Inception: Sept 28, 2015
Market Cap: Typically $50 mil - $2 bil at purchase ±100 Holdings
Vehicle: Separate Account, $3 million minimum
The GIM Small Cap Advantage product is a distinct combination of two long standing individual strategies - Small Cap Focused Growth and Small Cap Discoveries - leveraging GIM's sleeve-managed system. The strength of the combination is that while both underlying GIM strategies have strong performance records, each emphasizes a  different area of the small cap market. The Focused Growth PM seeks sustainable growth companies, and the Discoveries PM looks for unrecognized growth in the smaller end of the market cap range.
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SMID SELECT OPPORTUNITIES                                            MORE >

Portfolio Managers: David M. Rose, CFA Inception: March 3, 2015
Market Cap: Typically $500 mil - $15 bil at purchase ±40 Holdings
Vehicle: Separate Account, $3 million minimum
The SMID Select strategy is a high conviction portfolio of stocks that represent a compelling combination of companies with exceptional long term growth opportunities and companies undergoing material fundamental business improvement leading to accelerated growth.  The PM, David Rose, joined GIM in early 2015, bringing with him a proven investment process and results that have earned recognition in the mutual fund and institutional communities.
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SMALL CAP CORE GROWTH

Portfolio Managers: Multi-managed/Sector Sleeves Inception: April 30, 1993
Market Cap: Typically $200 mil - $1.5 bil at purchase 140-160 Holdings
Vehicle: Separate Account, $10 million minimum
The Core Growth portfolio is diversified across GIM’s portfolio managers, sectors, and LifeCycles (Pioneer, Core Growth, Special Situation). Each PM oversees a sector sleeve that represents his/her areas of core competency, allowing the client to benefit directly from each portfolio manager’s research expertise.
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INTERNATIONAL SMALL CAP                                                  MORE >
Portfolio Manager: David L. Dineen, CFA Inception: March 31 2010
Market Cap: Typically $100 mil - $5 bil at purchase ±65 Holdings
Vehicle: Separate Account, $3 million minimum, Commingled Fund
The GIM International Small Cap strategy invests primarily in the stocks of companies in EAFE-based countries, with up to 10% exposure to emerging markets equities. The PM, Mr. Dineen, joined GIM in 2015, and manages the portfolio with the same disciplined methodology that he used at his prior firm, a process recognized repeatedly for its performance across multiple categories and time periods.
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GLOBAL SMALL CAP OPPORTUNITIES                                  MORE >
Portfolio Manager: David L. Dineen, CFA Inception:May 31, 2016
Market Cap: Typically $300 mil - $5 bil at purchase ±65 Holdings
Vehicle: Separate Account, $1 million minimum, Commingled Fund
The GIM Global Small Cap strategy invests primarily in the stocks of companies from developed countries, with up to 10% exposure to emerging markets equities.  The PM, Mr. Dineen, joined GIM in 2015, and manages the portfolio with the same disciplined methodology that he has developed and honed over his 20 years of managing global, international and emerging markets portfolios.  Mr. Dineen leverages the research expertise of GIM's US small cap specialists.