Jason B. Dorshow

Credo Capital offers US Equity Mid-Cap Growth and US Equity Small-Cap Growth investment strategies as tax-exempt separate account products. They typically invest in the stocks of US companies in the electronic technology, health technology and retail sectors. The firm maintains a high turnover rate. Credo seeks to provide superior investment performance over time and through all economic and market cycles. Their approach focuses on circumventing the impact of emotion in the market using proprietary forward-looking tools and disciplined processes to discover opportunities and to control risk. Credo's objective is to identify mispriced securities. The firm does not utilize short-term trading tactics, short sales, margin transactions or option writing. Credo employs both quantitative methods and fundamental research in their investment process. They use quantitative methods to identify investment opportunities. Their proprietary quantitative model, ABACUS, is an expectations-based scoring model. Credo uses this model to narrow the universe, prioritize research and reduce probability of falling into behavioral traps. Credo next uses fundamental bottom-up analysis, growth model analysis and SWOT analysis. They seek to project companies' three-year secular earning growth. The firm employs sector-neutral portfolio construction to eliminate the risks of poor sector rotation and allocation decisions. Credo's risk-balanced approach seeks to exploit inefficiently priced future growth opportunities. The firm analyses growing companies on a forward-looking basis. They look for companies with a secular growth model and revenue and earnings growth that is supported by competitive barriers and advantages. Credo looks for companies with growth that is based on supply expansion, pricing leverage and product development and market expansion that is based on channel productivity and acquisition. Credo's universe for their US Equity Small Cap Growth Strategy includes companies within and outside the Russell 2000 index with a market-cap of $3 billion to $250 million. The portfolio typically consists of 60 to 80 relatively concentrated holdings. Their benchmark is the Russell 2000 Growth Index. The firm's US Equity Mid Cap Growth Strategy starts with 800 companies from the Russell Mid Cap Index, including 500 companies with a market-cap of $900 million to $13 billion. Companies are selected from 11 economic sectors and 200 industry groups. The portfolio typically contains 45 to 65 relatively concentrated holdings. Their benchmark is the Russell Mid Cap Growth Index. The strategy's holding period is generally 9 to 18 months.

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