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Small Cap Value

Process

Our comprehensive, results-driven investment process is distinguished by three key elements: (1) disciplined factor-based analysis provides a steady flow of superior new ideas, (2) proprietary, world-class fundamental research uncovers catalysts to unlock value , and (3) independent thinking results in investment perspectives that differ from the market.

This consistent, disciplined, and repeatable three-part investment process includes:


  Proprietary factor-based analysis
Identifies stocks with characteristics that have led to long-term outperformance, including low valuations, high EPS revisions & financial strength (lower debt to cap levels).
     

  Fundamental Analysis
Portfolio managers, supported by a team of research analysts, independently research every stock for consideration in the portfolio.
     

  Independent thinking
Our objective, which is achieved through rigorous analysis and spirited debate, is to identify the key catalysts that will drive stock price appreciation. Mining such catalysts is what enables Opus to take a different view from the market.

 


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

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

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


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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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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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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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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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Matt Mautino
  Matt Mautino
Operations Support

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

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

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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