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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. The Small Companies strategy is based upon two, long-held fundamental beliefs:

1. First, that small capitalization equites will continue to be among the highest long-term return asset classes of publicly traded securities.

2. Second, Connors Investor Services, Inc. believes in the ability to capitalize on market inefficiencies through fundamental research due to a lack of broad research coverage by the analytic and institutional community.

The Connors proprietary investment thesis has been continued over the history of the firm. Sine 2004, current portfolio manager, Brian G. McCoy, has been leading the small companies strategy.

Fact Sheet


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 33-37 portfolio holdings.
  • Consistent Management, current Portfolio Manager is responsible for last 18+ years of strategy performance.


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


Small Cap PM

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