NorthPointe Capital's investment philosophy recognizes the need to combine fundamental research with quantitative analysis. We believe the combination of these two inputs will vary depending on the market capitalization of the portfolio. Simply put, we emphasize fundamental analysis in the more inefficient small cap market segment while we rely more heavily on quantitative analysis for our large cap portfolios. We have always balanced our small to mid cap client's preference for significant outperformance through active management while being mindful of their desire to control benchmark risk. We have therefore always included a component of quantitative analysis in our small to mid cap strategies. However, the inability of active large cap managers to beat their benchmark is anecdotal evidence to support a more quantitative approach to this efficient end of the market.
We have seen several competitors fail to realize the importance of controlling benchmark risk while pursuing marginally successful portfolio management strategies. The professionals that make up the investment management team at NorthPointe have always been intellectually curious and more willing to remain flexible. The business of portfolio management will continue to demand a combination of performance and risk control.
What sets NorthPointe apart?
The investment process for each of our three investment platforms is well defined and carefully executed. We believe consistent adherence to our process enables us to add significant value and to reliably produce the results our clients expect.
Our approach to stock selection involves review of available research on prospective investment candidates, as well as proprietary analysis by our research analysts and portfolio managers. Our quantitative discipline eliminates bias and assures that our portfolios maintain the appropriate characteristics over time.
Each of our investment disciplines benefits from our active portfolio management. We believe our stock selection is what will enable us to deliver above average returns over the long term.
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