How do you manage all of the demands of the investment business as a small company?

Investment management as we practice it is research-intensive which does place real limits on our ability to do everything the business requires.  However, we believe there are several important points to keep in mind regarding our capacity. 

First, we are starting up with a mid cap core product because we have managed this strategy before and we are familiar with the universe of stocks.  Second, we leverage technology in every aspect of our business in order to make it as efficient as possible.  Third, we make prioritization a regular part of our research process which keeps us focused on projects that have the greatest likelihood of bearing fruit in terms of portfolio performance.  Fourth, our organizational structure is extremely clear and efficient; we don’t waste time in meetings.  Finally, we believe it is often a myth that much larger organizations necessarily have so much more in resources than we do.  We have been there and know that a wide array of non-investment demands can squeeze out the amount of time and energy that investment professionals dedicate to your portfolio.