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Small Cap Value

Investment Summary
 
Opus Capital has offered its Small Cap Value strategy since 1996. Our team-based approach combines factor-based analysis and fundamental research to identify inexpensive stocks with strong growth prospects and at least one key catalyst to unlock value. The portfolio averages 65 to 85 issues, with turnover of 60 to 80 percent annually.


  Stable
Our investment team is stable, consistent and focused exclusively on smaller cap investing.
     

  Independent
We are an independent, employee-owned firm and a woman and minority-owned firm.
     

  Proven
We have a proven track record of providing long-term outperformance and downside protection across our strategies.
     

 


Opus Capital Management - Small Cap Value

     
         
MEET OUR TEAM

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

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader and Associate Research Analyst
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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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David W. Wagner III, CFA
  David W. Wagner III, CFA
Research Analyst


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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Nathan M. Bailey, CFA, CFP®
  Nathan M. Bailey, CFA, CFP®
Associate Portfolio Manager

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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
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved