4
2
1
3
7
6
5

International Equity

Investment Process

Our investment process is pragmatic, not dogmatic. We continually evaluate the components of our process, making enhancements as we learn from our successes and challenges.

A Business Owner Mindset Guides Our Investment Process

We cast a wide net to find companies that meet out rigorous investment criteria.
  • Observe – Economic environment, market conditions, feedback.
  • Orient – Prior research, management discussions, industry knowledge, factor-based analysis
  • Decide – Growth potential, quality, valuation
  • Act – Buy/sell decision
Observe, Orient, Decide, Act
Portfolios Are Built by Our Team . . .
  • Each portfolio manager brings a unique perspective, while operating within the disciplined framework we have developed.
  • Portfolio managers are supported by a team of dedicated fundamental research analysts.
  • Buy and sell decisions are made by the portfolio managers subsequent to rigorous review and spirited yet collegial discussions among the investment team.
. . . From the Bottom-Up
  • Each security considered for purchase is evaluated on its own merits from a bottom-up perspective, and our research often includes interaction with company management.
  • Existing holdings are closely monitored on an ongoing basis as we evaluate information that affects the company’s fundamentals or risk profile.
  • Sell candidates are evaluated individually, and stocks may be sold based on valuation, deterioration in business fundamentals, elevated risk, or in light of portfolio considerations.
With an Eye on Risk

Ultimately, our aim is to find outstanding companies trading at discounted valuations with strong growth potential.
  • Our definition of risk is:
    1. Permanent loss of capital
    2. Inadequate return
  • Our emphasis on valuation helps mitigate both sources of risk at the security level.
  • Diversification at the region, sector, and security level mitigates risk at the portfolio level.
investment strategies, small cap, micro cap, wealth management, capital management
 


Opus Capital Management - Small Cap Value

     
         
MEET OUR TEAM

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

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

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

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David W. Wagner III, CFA
  David W. Wagner III, CFA
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