4
5
3
2
6
8
1
7

Small Cap Value Plus

Investment Summary

Leveraging our experience as small cap specialists, Opus Capital’s Small Cap Value Plus strategy combines factor-based analysis with rigorous fundamental research to identify high-quality, growing companies that are currently undervalued. Historically, these companies have outperformed the broad small cap universe and provided superior downside protection.

Recognizing that simply buying the cheapest companies is inherently risky, Opus focuses not only on valuation but also on additional metrics such as quality and growth:


  Higher Quality
We buy high-quality companies with higher returns on equity, strong balance sheets, and shareholder-friendly management.
     

  Higher Growth
We favor companies that are well-positioned to grow sales, earnings, cash flows, and dividends.
     
  Lower Valuation
Stocks with lower valuations have historically outperformed. Buying inexpensive companies, such as those with lower P/E and higher yield, improves downside protection.

small cap value plus
 


Finding Yield in Unexpected Places

Download PDF file >>

     
         
MEET OUR TEAM

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

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

View Bio
Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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

View Bio
Matt Mautino
  Matt Mautino
Operations Support

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

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

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

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

View Bio

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

View Bio
Nathan M. Bailey, CFA - Associate Portfolio Manager
  Nathan M. Bailey, CFA
Associate Portfolio Manager

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

View Bio
David W. Wagner III
  David W. Wagner III
Research Analyst


View Bio

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

View Bio
  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