Eastern Shore Capital Management provides specialized investment management services to institutions and individuals through separately managed accounts. The firm offers a complementary line of domestic equity strategies:

Small Cap Equity

★★★★★ Overall Morningstar Rating

Asset Class
Small Cap Equity
Primary Index
Russell 2000
Inception Date
March 1, 2007
Holdings Range
70 - 100
Max Position Size
5%
Market Cap at Purchase
Russell 2000

The ESCM Small Cap Equity strategy is designed to capture opportunities within the domestic small cap universe. A consistent, repeatable bottom-up fundamental process developed over many years is the foundation of its strong record of results. The construction of the portfolio results in a core of high quality companies that combine superior long term return potential with reliable downside protection.

Browse the Small Cap Equity Fact Sheet & Commentary Archive

Smid Cap Equity

Asset Class
Small to Mid-Cap Equity
Primary Index
Russell 2500
Inception Date
December 31, 2012
Holdings Range
60 - 90
Max Position Size
5%
Market Cap at Purchase
Russell 2500

The ESCM Smid Cap Equity strategy is designed to capture opportunities available in the domestic small to mid-cap universe. The same consistent, repeatable bottom-up fundamental process that is employed in running our Small Cap Equity strategy is also used for the Smid Cap strategy over a broader universe. The construction of the portfolio results in a core of high quality companies that combine superior long term return potential with reliable downside protection.

Browse the Smid Cap Equity Fact Sheet & Commentary Archive

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The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.