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International Small Cap

Philosophy
 
We believe owning growing, high-quality companies selling at discounted valuations is
the best way to generate returns for our partners. Growth is a by-product of the company’s economics, industry dynamics, and macro environment. Our assessment of quality includes assessment of management and its capital allocation decisions as well as the company’s financial condition. The last thing we consider is valuation to avoid wasting time with value traps.

Rigorous fundamental research is the best way to find strong businesses at attractive prices, and we focus on understanding three critical items:

Is the Company Undervalued Currently?
Is the company undervalued, given its growth prospects? Is the market telling us something about the company’s prospects?

What Are the Risks?
What industry dynamics affect the company? Will a heavy debt load impair the business in a downturn? Does the company generate adequate returns on investment?

Why Will This Company Appreciate Towards Fair Value?
Does management have a history of successful capital allocation and effective execution? What are the one or two things that need to go right for the company to appreciate towards fair value? 
"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

     
         
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

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

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Matt Mautino
  Matt Mautino
Operations Support

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

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

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

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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


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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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

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

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

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

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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