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Columbus Circle Investors Institutional Investment Expertise


Small Cap Portfolio

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Overview

CCI's Small Cap Growth portfolios typically own stocks within the market capitalization range of the Russell 2000 Growth Index. As part of CCI’s longstanding investment discipline, the portfolio is constructed using the 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 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 70-90 Issues
  • Top Ten Holdings Represent 20-35%
  • Minimum Initial Investment 0.5%
  • Maximum Weight - 5%
  • Diversified by Sectors as well as Themes ( a Group of Stocks Related By a Common Driver)
  • Diversified Across at Least Eight Themes
  • Maximum Theme Exposure is 25%
  • Maximum Sector Exposure the greater of 25% or +10% over Index

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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