NorthPointe Capital is a domestic equity institutional investment management firm located in Troy, Michigan. The firm and its partners are committed to creating an investment management firm in which the principles of diligence, creativity, decisiveness, and foresight are embodied in the investment process. Furthermore, we value integrity, understanding and a sense of stewardship in our relationships with our clients.
As of 09/28/07 NorthPointe is an employee owned firm with 100% of the firm's equity controlled by the firm's partners. All critical functions including, investments, trading, compliance, information technology, marketing, and client service decisions and activities originate out of NorthPointe Capital’s Troy Michigan office.
NorthPointe's business plan is to grow organically by raising assets for the three distinct and well-defined investment platforms. Our capacity constraints are based on the portfolio strategy's asset levels. The value platform is comprised of a small cap strategy and a small to mid cap strategy. The small cap value strategy is closed to new investors at this time. It is our goal to close the small to mid cap value strategy at $1 billion. The growth platform has a combined capacity level of approximately $10 billion through its expanded offerings over five investment strategies. Those strategies include micro cap with a capacity of $500 million, a small cap and a concentrated small cap growth strategy with $2 billion in capacity, and finally our smid cap and mid cap strategies with $7.5 billion in capacity. We anticipate closing this platform in 5 to 7 years. Finally, our structured equity strategy includes a suite of large cap portfolios designed to beat their benchmarks through a quantitative discipline. This large cap platform, with no capacity constraints, completes our business plan for the next several years and beyond.
NorthPointe's competitive advantage is our proven ability to deliver consistent and competitive investment results. It has been our long held belief that a disciplined process should blend the best of a quantitative approach with the rigors of fundamental analysis. We believe that our quantitative techniques, i.e. screening stocks and controlling portfolio risk, are as sophisticated as any peer in the industry while our fundamental analysis is more thorough than that of our competitors.
Our organizational structure, i.e. employee ownership, is designed with the incentive to retain key investment professionals. Furthermore, the small size of our firm fosters a more cohesive and flexible work environment.
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