Growth and Profitability

The small-cap value team at Eagle Boston casts a wide net over an investment universe of more than 2,500 stocks to locate under-researched companies. Then, they apply strict qualitative and quantitative screens to identify those they believe will outperform market expectations.

Dave and Jack construct portfolios with companies they determine are available for purchase at a discount to their long-term value. They look for factors such as favorable industry positioning, stable financial health and sound management.

This intelligent, deliberate approach reflects an investment philosophy that places high emphasis on convincing growth potential at an appropriate level of risk.