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International Small Cap

Philosophy
 
We believe owning financially sound smaller companies selling at discounted valuations is the best way to generate returns for our partners.

There are three primary sources of investment edge. Our approach takes advantage of all three.
  • Informational Advantage: Small caps are generally underfollowed, and those located outside the U.S. even more so.
  • Analytical Advantage: Our roots in fundamental research allow us to build on our information advantage by taking a different perspective.
  • Time-horizon Advantage: Part of this different perspective is viewing ourselves as part-owners of businesses, thinking about the next three to five years, not three to five months like most investors.
"Price is the essential determinant in every investment equation. At some price, every company is a buy; at some price, every company is a hold; and at a still higher price, every company is a sell."
- Seth Klarman
 


Opus Capital Management - Small Cap Value

     
         
MEET OUR TEAM

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

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

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

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

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

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

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

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


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

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Matt Mautino
  Matt Mautino
Operations Support

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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