Manager perspectives

How experts identify small-/mid-cap growth leaders

August 30, 2023

Can you share your background, both personally and as investors?
How does your portfolio management team work together? How are ideas tested, and how is coverage shared or divided among analysts?
How would you describe the overarching philosophy behind the strategy? What is the edge you have when putting that into practice?
How do you differentiate your analysis of company management?
What are your most salient reflections on the market in the last 6 and 12 months? What dynamics have most impacted the portfolio from a performance and positioning perspective?
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Meet the experts

Daniel J. (D.J.) Fitzpatrick, CFA
Paul Elia, CFA
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