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