![]() Small Cap Growthĭearborn Partners’ MVP Small Cap Growth strategy (sub-advised by Ziegler Capital Management, LLC) uses a fundamental, bottom-up approach designed to identify underpriced securities with a strong potential for long-term appreciation. The portfolio is then constructed using the most attractive stocks by sector with a focus on risk control. The investment process begins with a deep fundamental analysis of the universe by sector specialists, followed by the application of proprietary cash flow-based Price Discovery and Relative Value models. Small Cap Coreĭearborn Partners’ MVP Small Cap Core strategy (sub-advised by Ziegler Capital Management, LLC) uses a fundamental, bottom-up approach designed to identify underpriced securities with a strong potential for long-term appreciation. The resulting portfolio is monitored for valuation opportunities, with the final portfolio typically holding between 20 – 30 securities. #Mportfolio dearborn freeCompanies are screened for strong and sustainable returns on invested capital, consistent free cash flow generation, balance sheet strength, and shareholder value creation. The Dearborn Partners’ Large Cap Value (sub-advised by Aristotle Capital Management, LLC ) product applies a fundamental, bottom-up stock selection process to U.S.-traded securities with a market capitalization greater than $5 billion. The resulting portfolio typically holds between 35 – 45 securities. Companies are screened for above-industry growth rates in sales and earnings, balance sheet strength, and shareholder value creation. The Dearborn Partners’ Large Cap Growth (sub-advised by Logan Capital Management, Inc.) product applies fundamental business, macroeconomic, and technical analyses to U.S.-traded securities with a market capitalization greater than $5 billion. We also have experience managing private endowments and foundations. We have a special focus and expertise in Taft-Hartley Plans and public funds. Our Portfolio Management services are available to all institutions. ![]()
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