Stageline Tax-Advantaged Small Cap Value

Stageline Tax-Advantaged Small Cap Value Equity strategy is a value/contrarian strategy. The team’s approach is based on a disciplined adherence to bottom-up fundamental analysis, with particular attention given to the cash-flow-generating capabilities of a company. Companies that it purchases generally belong to one of four categories:

  • Neglected companies
  • Oversold stocks
  • Theme companies
  • Earnings turnaround

Strategy details

About the team

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