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Microcap Value

Process

We adhere to a disciplined investment process. Stocks that meet our rigorous criteria are ranked based on valuation, quality and momentum, with the highest ranked being reviewed for purchase. When a company no longer ranks among the most attractive candidates in our universe, or fails to meet the specific characteristics of our investment style, it is sold and replaced with a company that meets our stringent criteria. This includes stocks that are no longer cheap on a relative basis and those with sharply negative returns. Adherence to this discipline creates an asymmetric distribution of the individual stock returns. Since we impose strict sell rules, we seek to outperform on the downside while letting the value characteristics continue to drive returns on the upside. Ultimately, we allow our winning stocks to run much further than we allow our underperforming stocks to fall.

It is our objective to maintain a well-diversified portfolio with undervalued names.

microcap value
 


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

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

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

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

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

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

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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

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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