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Institutions

Overview

Opus Capital has managed small cap portfolios since its founding in 1996. Over time, we have broadened our offering to meet the evolving needs of our clients, who look to us as experts within the smaller cap arena and beyond. 

While each strategy has a distinct investment philosophy and process, all are built on the foundation of shared investment principles we believe are critical to successful investment management:


  Team Approach
Combining unique individual perspectives with spirited, collegial debate to arrive at decisions produces superior results.
     

  Independent Research
Deep, fundamental research and independent thinking allow us to take a different view than the market.
     

  Disciplined, Repeatable Process
In an investment landscape that is constantly evolving, a well-defined process ensures that we adhere to the time-tested principles that work over the long-term.

 



     
         
WHAT'S HAPPENING

Walk to Cure Arthritis
  Join us for the 2017 Walk to Cure Arthritis on Sunday, May 21, 2017. If you or your family/friends are interested in participating (or donating), CLICK HERE to join Opus Capital’s team.  There is no cost to participate!                      
  MEET OUR TEAM

John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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

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Matt Mautino
  Matt Mautino
Operations Support

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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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

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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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Nathan M. Bailey, CFA
  Nathan M. Bailey, CFA
Associate Wealth Advisor

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David W. Wagner III
  David W. Wagner III
Research Analyst


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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

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
         
Copyright © 2017. Opus Capital Management. All Rights Reserved