Perimeter’s Extended Small Cap Growth strategy is a natural extension of the firm’s established Small Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small-mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing and can do so without sacrificing the growth that makes the asset class so attractive.

Echoing the firm’s Small Cap Growth investment process, the goal of Perimeter’s Extended Small Cap Growth strategy is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy.

The Extended Small Cap Growth portfolio holds stocks with market cap ranges between $750 million and $8.0 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks.

Perimeter Capital Management’s Extended Small Cap Growth process is managed according to the same team-based approach as the firm’s established Small Cap Growth Process.

Mark Garfinkel, CFA, Patrick Kirksey, CFA and Brian Crawford, CFA execute investment decisions as a team with Mark, Patrick and Brian having overall portfolio management responsibility. The research team comprised of Jim Behre, Anthony Raab and Carrie Tallman, CFA work daily with Mark, Patrick and Brian in the areas of research, portfolio management and client service. Adam C. Stewart, CFA serves as the team's dedicated equity trader, managing all aspects of trading and trade operations for the firm. Click here for an introduction to our individual team members.

• Quarterly Portfolio Update (including Performance Results)