We believe that a concentrated portfolio of high quality, growing companies purchased at reasonable valuations provides attractive returns to our clients. Through extensive company specific and industry due diligence, which includes meeting with hundreds of management teams each year, we seek to uncover undervalued businesses with significant growth potential. Falcon Point has a robust and consistent research process based on a fundamental, bottom up process. A common research platform is used across all of our equity strategies. The team typically builds eight quarter financial models and does extensive valuation work based on P/E, EV/EBITDA and uses a DCF approach. Stocks are ranked against each other based on appreciation potential. We run focused strategies where only the best ideas make it into the portfolio. Portfolios typically consist of 35-50 stocks with what we believe have 30-50% appreciation potential over the next twelve to eighteen months.
Falcon Point Capital's mission is to generate risk-adjusted long-term returns for our investors. We strive to be premier investors in small cap growth companies. Our experienced investment professionals utilize intensive fundamental analysis to discover and invest in securities that will sustain this excellence.