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Domestic Small Cap Equity

12-year GIPS compliant track record

Systematic analysis of the investment merits of individual small cap stocks

Focus on extracting the alpha available in small cap equities

International Small Cap Equity

Applies firms successful small cap process to developed international markets

Launched July 2020

Simulated track record back to 2017

Systematic Investing in Small Caps

A Balance of Tenure and Education

Investment Team

Derek Izuel, CFA

Managing Partner and Portfolio Manager

9 years as Managing Director and Lead Portfolio Manager at HighMark Capital

11 years as Senior PM for Invesco, managing Global Equity long-only and US Equity long/short strategies

MBA, Ross School of Business at the University of Michigan

BS in Computer Science, University of California at Berkeley

Chartered Financial Analyst

Justin Sheetz, CFA

Partner and Analyst

4 years at HighMark Capital as Vice President and Equity Analyst.

12 years as an Investment Strategist at Blackrock/BGI in the Scientific Active Equity group

MSc, Computational Finance and Risk Management, University of Washington

BA in International Studies, Colby College

Chartered Financial Analyst