We believe that investing in a diversified portfolio of well selected high-growth companies, purchased at reasonable valuations, will produce superior long-term performance for our clients.
We are a disciplined bottom-up active manager who searches for superior fundamentals, growth, and valuation characteristics in
small and mid capitalization equities globally. Buying opportunities come from the early recognition of growth as a result of new products, innovative changes in technology or dynamic marketing concepts. We believe that innovation is the key to economic growth and wealth creation and are committed to investing in companies at the forefront of innovation – smaller company stocks that offer the potential for extraordinary revenue and earnings growth.
We add value because many of the companies we follow have limited Wall Street (sell side) research coverage. Limited research availability creates pricing inefficiencies. Our anti-bureaucratic management structure allows our team to respond quickly to new opportunities. A specialized focus allows for favorable comparative analysis of similar opportunities within our narrow universe, helping to provide clarity in a search for undervalued issues. Specifically, our process seeks to identify those issues trading at reasonable PEG ratios with the potential to exceed analyst growth expectations.
Lastly, our portfolio management team has significant experience in evaluating smaller high growth companies. We have developed an extensive knowledge base of high-growth small-cap companies and their respective product offerings. We apply our expertise and network of industry contacts towards an effective qualitative evaluation of each company's business plan and the sustainability of the growth opportunity.
AGARP Investing
On a style continuum, OAM’s focus falls between Growth and Momentum. AGARP or Aggressive Growth at a Reasonable Price
describes our investing style, a process that seeks to identify rapidly growing companies selling at
low valuations in relation to their growth rates.
Lastly, our portfolio management team has significant experience in evaluating smaller high growth companies. We have developed an extensive knowledge base of high-growth small-cap companies and their respective product offerings. We apply our expertise and network of industry contacts towards an effective qualitative evaluation of each company's business plan and the sustainability of the growth opportunity.