Small Company Investing
Attractive, Superior Relative Returns with High Profitability in Small Company Investing
In addition to balanced investment strategies, Chatham Capital Group has developed a Small Company Investing Strategy over the past three decades that is designed to provide the highest probability of generating both attractive real returns and superior relative returns over market cycles.
This Small Company Investing Strategy gained recognition from PSN Top Guns List of “Best Small Manager of the Decade: Small Cap Core Equity Universe.” Chatham Capital Group has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for the decade ending December 31, 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
If you’d like to read more about this distinction, visit this link to read the full article.
Our Focus
We focus on small company stocks, not because of the theoretical small company premium or a desire to fit in a particular “style box,” but because this universe of stocks allows us to find and exploit valuation inefficiencies and earnings growth opportunities that are “under the radar” of most investors.
Our Goal
Our goal is to purchase durable businesses at a discount, which can further compound their intrinsic value to generate client returns that exceed US equity benchmark returns with less statistical and conceptual risk.
Our Benchmark
We consider this to be a small cap strategy, and because our emphasis equally balances valuation and attractive growth potential, we believe our approach fits best under a core style category. Therefore, our primary benchmark of choice is the iShares Russell 2000 ETF (IWM).