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Focused Small Cap

Fact Sheet as of December 31, 2023

Philosophy, Characteristics, Performance

Separately Managed Account

Inception Date: November 30, 2022
Vehicles: Separately Managed Account (SMA)

Argent Capital’s Focused Small Cap Strategy consists of 35-45 high-quality, Enduring Businesses that have the potential for superior investment results over the long term. These Enduring Businesses exhibit durable competitive advantages, have positive and improving cashflow characteristics and are run by management teams with proven track records of value creation. The goal of the Focused Small Cap Strategy is to outperform the Russell 2000 over the long term.

We begin our assessment with a universe of all U.S. companies within the market capitalization range of the Russell 2000 Index. Our investment team uses a bottom-up, fundamental approach to security selection by employing a combination of qualitative and quantitative methods. Our process results in a low-turnover, concentrated portfolio.