Phone: 812-376-9444
Toll Free: 800-808-9444
Small-Cap Equity

Similar to the style of our All-Cap equity strategy, with the constraint that we focus on smaller companies. Kirr Marbach &Company, LLC generally owns 35 to 45 holdings at a time, with a targeted starting position size of 2 to 3%. Their low turnover approach means that their stock positions are given adequate time to work for their clients. While they take a bottom up approach, they do diversify among sectors. No position will exceed 6% of the portfolio value. Most stocks are below the upper threshold of the market capitalization range of the Russell 2000 at the time of purchase.
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