Today there is probably a disproportionate amount of emphasis put on classifying investments as belonging to one of two styles: Growth or Value. From our vantage point, neither of these approaches adequately captures the most durable outperformance factor in small cap investing: Quality. At our firm we have developed a rigorous investment process that puts Quality at the center of our decision-making, an approach we call Quality at a Reasonable Price, or QARP for short.
In this episode, we sit down with Boris Kuzmin, CFA, our Small Cap Portfolio Manager, to discuss why we believe employing a QARP approach is one of the best kept secrets in small cap investing. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.
Please reference our related Perspectives post for more detail:
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