SMID Cap Growth


Sub-Adviser:  Conestoga Capital Advisors

Firm Location:  Wayne, Pennsylvania

Assets under Management as of December 31, 2014:  $1.7 billion

Founded:  2001

Investment Professionals:  9

Ownership:  100% Employee Owned

Number of Stocks Held:  40 – 60

Benchmark:  Russell 2500 Growth Index


Investment Philosophy


Conestoga believes that investors can earn a premium return in small to mid-capitalization growth equities by identifying higher quality companies that are capable of growing through multiple business cycles with strong balance sheets and significant management ownership. They seek to take advantage of the inefficient discovery process for small and mid sizes companies and other investors' focus on near-term earnings.


The key tenets of the Conestoga investment style are:





SMID Cap Growth | Large Cap Growth | Large Cap Value

Core Fixed Income | Core Plus Fixed Income





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