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

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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