Small Cap Growth Strategy

The CQL Small Cap Growth strategy targets exceptional growth companies exhibiting structurally superior return profiles and capital efficiency. By utilizing specialized proprietary factor screens, we systematically isolate companies with strong balance sheets, expanding cash flows, and robust competitive advantages. Our objective is straightforward: to generate persistent alpha through pure, uncompromised security selection.

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CQL Small Cap Growth

Key Aspects of Philosophy

  • Alpha: 100% generated through security selection
  • Risk: Controls through market cap, beta and sector neutral to Russell 2000 Growth
  • Volatility. No macro, timing, or sector rotation

Key Attributes of the Process

  • 13 customized, sector-specific, multi-factor models, which rank stocks against peers
  • Sector, beta and market-neutral
  • Focus on security selection
  • Fundamental review of each holding

Key Performance Targets

  • Alpha: Excess retums over benchmark
  • Batting Average: Outperform in all markets
  • Beta: Risk consistent with the market