The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCSGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCSGX 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 CCSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A fine strategy with a fine pedigree.
Tony Thomas
Associate Director
Summary
Conestoga SMid Cap, which includes a mutual fund and separately managed accounts, builds on Conestoga’s strengths in a promising way for long-term investors.