Granahan

Our Small Cap Products

OFFERINGS

GIM offers several distinct US small cap strategies, from emerging growth to SMID-cap. Each strategy has a distinct emphasis – secular growth, unrecognized growth, or a sector bias. While the GIM strategies have disparate holdings and performance drivers, all are backed by proven investment processes. Performance follows process.


Small Cap CORE GROWTH

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. The strategy has a proven record of success since its inception in 1993.


Small Cap FOCUSED GROWTH

The Focused Growth strategy has an emphasis on companies that the PM believes can sustain 15%+ growth over the coming 5-7 years and highlights the PM’s research expertise – innovative technology services, internet, consumer and business services. The PM’s proprietary and strict valuation discipline, centered on risk-adjusted expected-return, is integral to the strategy’s success since its inception in 2007.


Small Cap Discoveries

Created in 2004, the Discoveries product has a focus on companies with market capitalization under $750 million that have staying power, and exhibit – or have a catalyst for – accelerating earnings growth. The portfolio includes an emphasis on ground-breaking biotech and med-tech companies. LifeCycles are integral to the success of the strategy, as it is a risk mitigation tool that allows the PM to diversify over disparate performance drivers and gauge market sentiment.


Small Cap ADVANTAGE

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 growth equity 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.


SMID SELECT OPPORTUNITIES

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.


Small Cap Select Opportunities

The Small Cap 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.