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Micro Cap Value

Investment Summary

The Opus Microcap Value strategy, which was launched in March of 2014, is a unique extension of the value tenets that have defined Opus Capital’s philosophy since our founding 20 years ago. This strategy seeks out high-quality, undervalued securities in the micro capitalization space with positive momentum. The result is a fully invested portfolio containing 110 - 130 stocks that meet our rigorous criteria.

Our Microcap Value strategy quantitatively evaluates companies by using time-tested fundamental factors that have historically produced long-term outperformance.


  Lower Valuation
Stocks with lower valuations generally provide downside protection and have outperformed over longer periods of time.
     

  Higher Quality
Simply buying the cheapest companies can be risky, but purchasing higher quality companies with lower leverage and higher returns on equity reduces the risk of a permanent loss of capital.
     

  Momentum
Reflective of both investor sentiment and underlying business strength, momentum is a powerful indicator that eliminates the value traps that are often found in our investment universe.


micro cap value
 


Opus Capital Management - Small Cap Value


Len Haussler on MicroCap Investing
at Planet MicroCap Showcase 2017

     
         
MEET OUR TEAM

Matt Mautino
  Matt Mautino
Operations Support

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Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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David W. Wagner III
  David W. Wagner III
Research Analyst


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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

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John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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Nathan M. Bailey, CFA - Associate Portfolio Manager
  Nathan M. Bailey, CFA
Associate Portfolio Manager

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
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