Strategy planning
As a systematic manager, CQL specializes in investing in high-quality, small capitalization companies. Our Small Cap philosophy is rooted in a commitment to fundamental analysis and a keen understanding of market dynamics.
Process
CQL's investment process is characterized by sector specific, multi-factor ranking models, emphasizing security selection. The approach remains neutral to sector, beta, and market-cap, with a fundamental review of each holding. Designed to perform favorable in various economic environments, the process aligns with key performance targets, including alpha, batting average, and risk consistency.
Portfolio Management
Led by seasoned professionals, CQL Capital Management boasts an experienced team. Portfolio Managers John Russon, CFA, and Doug McLaren, CFA, bring a wealth of experience, with John contributing over 30 years to the asset management industry, including a role as the Founding Member and Senior Portfolio Manager of Piermont Capital Management. Doug with a background in computational finance, contributes is expertise gained from years in discretionary asset management.
Technology Infrastructure
CQL Capital Management uses a sophisticated technological infrastructure, including leading databases and advanced modeling tools, to drive its investment process. The integration of cutting-edge technologies ensures a comprehensive and disciplined approach to portfolio management, supporting the firm's commitment to delivering superior results in various market conditions.