Philosophy & Process
Wall Street Associates is a growth equity manager specializing in micro, small and mid-capitalization U.S. companies. We seek to capitalize on companies' greatest periods of growth acceleration by specializing in this less-efficient, under-followed segment of the U.S. equity market. 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 all 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 a unique window into their potential for growth. This early recognition sets the stage for thriving holdings to migrate from our Micro Cap Strategy through our Small-Micro and Small-Mid products and eventually into our Mid Cap strategy.