The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCALX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CCALX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Rest easy with this one.
Tony Thomas
Associate Director
Summary
Conestoga Small Cap, which includes a mutual fund and separate accounts, has a team that’s working in its wheelhouse. The strategy is closed to most new investors.