Cadence uses a proprietary quantitative model that seeks to invest in high-quality growth investment strategies across the capitalization spectrum.
Seeks long-term capital appreciation by investing in primarily U.S. small cap, emerging companies that have improving fundamentals and reasonable valuations.View Fund Details
Seeks capital appreciation by investing in U.S. companies with medium-market capitalizations that have improving fundamentals and reasonable valuations.View Fund Details
Cadence believes that a company’s improving fundamentals signals the potential for price appreciation, and that a reasonable valuation enhances the potential for reward at reduced risk. They view stock selection as critical for achieving above-average results, and believe that a highly disciplined process promotes repeatability.
Cadence relies on a proprietary quantitative model along with fundamental analysis: