CCI's Small Cap Growth portfolios typically own
stocks with market capitalizations of less than $2 billion with a minimum value of $100 million.
As part of CCI’s longstanding investment discipline, the portfolio
is constructed using minimum position sizes and diversification tools
listed below. The emphasis is on companies that are lesser
known, and smaller businesses providing new technologies,
products or services. Such companies often exhibit stronger
price appreciation potential than larger companies. The goal
for this portfolio is to outperform the Russell 2000 Growth
Index as well as the Russell 2000 Index over a market cycle.
Please see our Fact Sheet for information about performance returns.
CCI's objective is to have a diversified portfolio of
positively surprising stocks:
- Portfolios Typically Hold 60 to 90 Issues
- Top Ten Holdings Represent 20-35%
- Minimum Initial Investment 0.5%
- Maximum Holding Size 5%
- Diversify into a Minimum of Eight Themes
These are general portfolio construction and risk management guidelines subject to
the discretion of the investment manager and clients’ specific portfolio mandates. No
assurance can be given that the investment objective of the portfolio will be achieved.
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