Philosophy & Process
Operating within the inefficient, under-followed micro-to-mid capitalization market segments, we seek to capitalize on companies' greatest periods of growth acceleration. To this end, WSA is a growth equity manager specializing in micro, small and mid-capitalization U.S. companies. Combining fundamental, bottom-up stock selection with disciplined risk management, we seek to maximize total return through investment in well-managed, financially sound companies demonstrating extraordinary earnings growth and a reasonable probability for exceeding street consensus earnings estimates. This growth equity philosophy, applied identically in each of our investment products, has been the cornerstone of the firm since its inception in 1987. We believe that the path to investment performance success is found through strict adherence to our investment philosophy while continually seeking new ways to enhance its application.
A key aspect of our investment approach is early discovery. Research on companies in the initial stages of growth provides an unparalleled view into their ultimate potential for growth. This early recognition sets the stage for thriving holdings to migrate from our Micro Cap Growth Strategy through our Small-Micro and Small-Mid Cap Growth products and eventually into our Mid Cap Growth strategy.