1
6
4
3
5
2
7
8

Opus News & Insights

Small Cap Value Plus turns 5
Friday, August 3, 2018

Small Cap Value plus strategy ranked in top percentile on 5th anniversary.

Philosophy based on three key beliefs:
  • Lower Valuation
    Dividend-paying companies with lower valuations have historically outperformed.
    These types of companies have also historically provided strong downside protection.
  • Higher Quality
    Simply buying the highest-yielding companies is risky.
    We buy high-quality companies with sustainable dividends, higher
    returns on equity, and lower debt.
  • Higher Growth
    We favor companies that are well-positioned to grow sales,
    earnings, cash flow, EBITDA, and dividends.
    Historically, dividend growers have outperformed.
DOWNLOAD FULL PDF



 
 

Blog Categories

  • Opus Insights
    • 08/06/2018 - Review of U.S. Small Caps - Ju
    • 08/03/2018 - Small Cap Value Plus turns 5
    • 07/31/2018 - Factor-Based Investing - Missi
    • 07/31/2018 - How Much is Your Mutual Fund C
    • 07/26/2018 - The Big Short (Interest)
    • 07/04/2018 - Review of U.S. Small Caps - Ju
    • 06/05/2018 - Review of U.S. Small Caps - Ma
    • 05/24/2018 - Opus - Simply Active
    • 05/11/2018 - Review of U.S. Small Caps - Ap
    • 04/03/2018 - Review of U.S. Small Caps - Ma
    • 03/06/2018 - Review of Small Caps - Februar
    • 03/01/2018 - Capcom, Co. Ltd. Proving My Pa
    • 02/23/2018 - Opus Capital’s Small Cap Value
    • 02/05/2018 - Review of U.S. Small Caps - Ja
    • 01/24/2018 - Nat Stewart Featured on Seekin
    • 01/03/2018 - Review of U.S. Small Caps - De
    • 12/06/2017 - Review of U.S. Small Caps - No
    • 11/27/2017 - RCI Hospitality Holdings, Inc.
    • 11/07/2017 - Review of U.S. Small Caps - Oc
    • 10/25/2017 - KAR Auction Services - Wholesa
    • 10/06/2017 - Review of U.S. Small Caps - Se
    • 09/28/2017 - Westlake Chemical Partners - E
    • 09/21/2017 - Review of U.S. Small Caps - Au
    • 09/19/2017 - Four Weird Tweaks That Confuse
    • 09/13/2017 - Opus Capital Management's Micr
    • 09/08/2017 - Opus Capital’s Small Cap Value
    • 09/08/2017 - Opus Capital Management Named
    • 08/11/2017 - If I Did It: What Collectors U
    • 08/08/2017 - Review of U.S. Small Caps - Ju
    • 07/10/2017 - Review of U.S. Small Caps - Ju
    • 07/06/2017 - Dividend Payer vs. Non Payer R
    • 06/15/2017 - Review of U.S. Small Caps - Ma
    • 06/13/2017 - Active Investing Is Not Dead,
    • 05/23/2017 - Opus Capital’s Small Cap Value
    • 05/18/2017 - Opus Capital Recognized as Top
    • 05/09/2017 - Review of U.S. Small Caps - Ap
    • 05/05/2017 - A Distribution Growth Juggerna
    • 05/05/2017 - Mexican Airports? Surely You C
    • 05/05/2017 - Opus Capital Mgmt. Launches In
    • 04/19/2017 - Interview with Adam Eagleston
    • 04/12/2017 - MicroCap Value Strategy Using
    • 04/10/2017 - Review of U.S. Small Caps - Ma
    • 04/07/2017 - Dividend Payer vs. Non Payer R
    • 04/07/2017 - Monroe Capital Is Ripe For A V
    • 04/03/2017 - Squeal Like a Pig? Not With WH
    • 03/24/2017 - ​Invest Like Zuckerberg, Not t
    • 03/03/2017 - Review of U.S. Small Caps – Fe
    • 03/01/2017 - Opus Capital Recognized as Top
    • 02/13/2017 - Review of U.S. Small Caps - Ja
    • 01/26/2017 - U.S. Microcaps Outperform in 2
    • 01/13/2017 - Small Caps Go Crazy in 2016
    • 01/12/2017 - Small Cap Rally Continues, Boo
    • 01/12/2017 - The Night is Always Darkest Be
    • 01/06/2017 - Review of U.S. Small Caps – De
    • 12/06/2016 - Review of U.S. Small Cap Value
    • 12/06/2016 - Oil Appreciation Day
    • 11/30/2016 - Opus Names Debra Gordon as Dir
    • 11/23/2016 - Opus Capital Recognized as Top
    • 11/22/2016 - Opus Capital: A 20-Year Retro
    • 11/11/2016 - The “Basket of Deplorables” Ra
    • 11/09/2016 - 2016 Election - The Morning Af
    • 11/08/2016 - Presidential Election 2016
    • 11/06/2016 - WSJ - "Junk Stocks" Strut, but
    • 11/04/2016 - Review of US Small Caps - Octo
    • 10/14/2016 - Living in a Material World
    • 10/13/2016 - Profit Owed to Leverage
    • 10/11/2016 - Observations on Poor Energy Co
    • 10/11/2016 - Independent Thinking Garners a
    • 10/05/2016 - Review of U.S. Small Caps - Se
    • 09/27/2016 - Review of U.S. Small Caps – Au
    • 09/19/2016 - Income Needs Have Insurers Loo
    • 09/01/2016 - Low Vol and Dividends a Crowde
    • 08/31/2016 - All Animals Are Equal, but Som
    • 08/26/2016 - Black Hole
    • 08/15/2016 - Review of U.S. Small Caps
    • 08/05/2016 - Robert Half International - a
    • 07/29/2016 - BGCP: Severe Undervaluation P
    • 07/13/2016 - Can Utilities Keep Going at Ma
    • 07/08/2016 - Review of US Small Caps
    • 06/30/2016 - Interest-ing Decisions Ahead f
    • 06/27/2016 - Negative Reality Bites
    • 06/04/2016 - Mallrats
    • 05/19/2016 - The Big Short (Interest)
    • 05/19/2016 - Energy and Oil Price Volatilit
    • 08/27/2015 - CHINESE CHECKERS - Volatility
    • 06/10/2015 - ​Black Gold, Texas Tea
    • 03/19/2015 - Don't "Yada Yada" Foreign Stoc
    • 02/17/2015 - Wealth Management Guide 2015
    • 02/16/2015 - 'Tis Better to Give and to Rec
    • 02/12/2015 - Navigating the Social Security
         
MEET OUR TEAM

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

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

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


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

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

View Bio

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

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

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

View Bio
B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader and Associate Research Analyst
View Bio
Alex Moore
  Alex Moore
Associate Wealth Advisor

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