Dividends Can Deliver

Our active approach and emphasis on dividend payers seeks to lower the risk of owning smaller companies.

We aim to own dividend-paying companies. Our rigorous process, honed over more than two decades spent researching smaller companies, focuses on three key elements.

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Growth

Small caps are known for their dynamic growth potential. We focus on those companies we believe best positioned to realize this higher potential.

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Quality

Quality matters. We seek dividend-paying companies with sustainable business models, higher returns on capital, and lower debt.

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Valuation

Price matters. Buying inexpensive companies can improve the likelihood of outperformance.

Opus

An active strategy that owns small cap dividend-paying US companies with good growth potential, higher quality, and lower valuation

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