Eagle Ridge Investment Management


Eagle Ridge Investment Management is dedicated to uncovering hidden gems within the small-cap equity landscape and known for its commitment to fundamental investment analysis. Eagle Ridge employs a meticulous approach to identify stocks trading below intrinsic value.

Investment Philosophy

The cornerstone of the Eagle Ridge strategy lies in concentrated investments in high-quality holdings. Its portfolio is meticulously curated, focusing on companies exhibiting persistently high returns on capital and maintaining low levels of debt. Eagle Ridge portfolio managers are adept at discerning businesses with sustainable advantages and leverageable models, aiming to construct a lower-volatility portfolio that consistently outperforms benchmarks throughout market cycles. Choosing high-quality core small-cap investments, as opposed to purely growth or value-focused companies, aligns with Eagle Ridge's rationale:

  1. Risk Mitigation: By emphasizing high-quality companies, Eagle Ridge seeks to mitigate the inherent risks associated with small-cap investing. This approach prioritizes companies with proven track records of profitability and stability.
  2. Long-Term Sustainability: The focus on sustainability and leverageable business models positions the portfolio for long-term success. Eagle Ridge believes that companies with a sustainable advantage in the marketplace are better positioned to weather economic cycles.
  3. Consistent Performance: The goal is not just to outperform benchmarks but to do so consistently through market cycles. Eagle Ridge's strategy aims to deliver reliable returns over the long term by focusing on companies with enduring competitive advantages.

Benefits of Small Cap Quality Investing

Investing in small-cap equities offers unique advantages, and Eagle Ridge Small Cap Quality emphasizes the following benefits:

  1. Growth Potential: Small-cap companies often have greater growth potential compared to their larger counterparts. Eagle Ridge strategically positions itself to capitalize on emerging opportunities within the small-cap sector.
  2. Diversification: By concentrating on high-quality small-cap holdings, the portfolio offers diversification benefits. This approach allows investors to tap into the growth potential of smaller companies while mitigating some of the volatility associated with the broader small-cap universe.
  3. Resilience through Quality: Eagle Ridge's commitment to high-quality holdings serves as a shield against market volatility. By focusing on companies with sustainable advantages, the strategy aims to navigate market fluctuations with resilience.
  4. Balanced Approach: The emphasis on both growth and value factors distinguishes Eagle Ridge's approach. While small-cap growth stocks may provide exciting opportunities, the inclusion of quality metrics ensures a balanced and disciplined investment strategy.

In summary, Eagle Ridge Small Cap Quality distinguishes itself through a disciplined, research-driven approach that seeks to uncover value within the small-cap universe while prioritizing quality and long-term sustainability. The result is a portfolio designed to navigate market cycles and deliver consistent outperformance.



The representations and opinions of Eagle Ridge Investment Management herein are their own and are not the opinions or views of Freedom Advisors. The information is believed to be reliable but is neither guaranteed by Freedom Advisors nor any of its affiliates. Freedom Advisors and Eagle Ridge Investment Management are not affiliated. This document and the information contained herein is intended for informational purposes only. It does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor. Freedom Advisors does not provide tax or legal advice.


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