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International Equity

Investment Summary

Since Opus’ founding, we have developed an expertise in evaluating companies within asset classes that are underfollowed, misunderstood, and undervalued. Global economies are increasingly interconnected, and companies in our domestic research universe often have operations, customers, and competitors located abroad. In evaluating these global competitors, the team discovered many were better businesses, with better valuations, than their U.S. counterparts. We began researching these inefficient markets extensively, leading to the development of our Emerging Markets and International Small Cap strategies. Combining our investment expertise with institutional operational and trading capabilities, allowed us to offer these unique solutions for clients seeking portfolio diversification through these inefficient asset classes.

Employing extensive fundamental research, the inefficiencies uncovered in domestic equities were found to be amplified outside the U.S. There is a much larger universe of stocks and even less, if any, sell-side coverage. This provides our team the opportunity to uncover outstanding businesses at inexpensive valuations, which is the best way to generate returns for our clients.

Our approach has three distinct advantages, providing an investment edge:

investment strategies, small cap, micro cap, wealth management, capital management
  Informational Advantage
The emerging markets and international small cap asset classes are severely underfollowed. Our research expertise, developed within inefficient domestic markets, provides an edge when looking abroad.
     
investment strategies, small cap, micro cap, wealth management, capital management
  Analytical Advantage
Deep roots of utilizing fundamental research allows the team to build upon our information edge by developing a unique, business-owner mindset.
     
investment strategies, small cap, micro cap, wealth management, capital management
  Time-Horizon Advantage
Employing this type of mindset allows our team to look past short-term noise and build an intimate understanding of the business environment over the short and long-term.
     
 


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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Kevin P. Whelan, CFA
  Kevin P. Whelan, 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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  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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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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Nathan A. Bishop, CFA
  Nathan A. Bishop, 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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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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  CONTACT INFO

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