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International Equity

Philosophy

Our investment philosophy is consistent across strategies. We believe owning high-quality companies selling at discounted valuations is the best way to generate returns for our clients. This philosophy is rooted in three core beliefs:

Multiple perspectives lead to better investment decisions.
A unique combination of independent analysis combined with collegial debate sharpens investment decisions.

Key characteristics lead to outperformance.
Stocks exhibiting the time-tested characteristics that we seek outperform over time.

Rigorous fundamental research drives outperformance.
Our team determines what will drive stock outperformance through deep fundamental research and independent thinking.
 


Opus Capital Management - Small Cap Value



     
         
MEET OUR TEAM

Nathan M. Bailey, CFA, CFP®
  Nathan M. Bailey, CFA, CFP®
Associate Portfolio Manager

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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David W. Wagner III, CFA
  David W. Wagner III, CFA
Research Analyst


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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader and Associate Research Analyst
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Alex Moore
  Alex Moore
Associate Wealth Advisor

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved