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Connors Small Companies

The objective of the Small Companies strategy is to provide returns greater than that of the Russell 2000® over a market cycle.

Firm Small Company History

In the early 1970s, the firm’s principal business activity was publication of “The Connors Report,” a research report on emerging small company growth stocks, which, at its publication peak, had over 1200 national subscribers consisting of brokerage firms and individual advisors. Connors began managing small company portfolios in 1974. Over the last 15 years, current portfolio manager, Brian G. McCoy, has been leading the strategy and has continued the Connors tradition of uncovering meaningful opportunities within the small company universe. As of 3/31/2021, Connors Small Companies had outperformed the Russell 2000® Index for 1-year, 3-year, 5-year and 10-year time periods.

Fact Sheet

Report

Portfolio Construction

The aim of the strategy, which has been a specialty of Connors since our founding in 1969, is to provide returns greater than those of large company stocks.

  • Concentrated  with 30-35 portfolio holdings.
  • Consistent Management, current Portfolio Manager is responsible for last 10+ years of strategy performance.
  • Competitive Returns, as of 12/31/2020, the Small Companies strategy has outperformed the Russell 2000® Index for 1, 3, and 5-and 10-year periods.
Pyramid

Portfolio Management

Our search begins with in-house database screening which narrows our field of focus.  The results are utilized to guide our bottom-up, company level research that combines research conferences, meetings with management, third-party research and company filings.  These efforts result in a proprietary return analysis and report.

  • Company by company research.
  • Sector weights result of process, not benchmark driven.
  • Generally 30% of holdings in top 10.

Our Team

 

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