From left: Judy Haeg, Matt Weight, CFA; Ben Johnson, CFA; Fred Speece, Jr. CFA; Pete Swanson, CFA, Beth Hickey
We focus on a single, time-tested fundamental investment approach: high quality, classical value applied in the mid to small cap sectors of the market.
- Separate account management is available with a minimum investment of $5 million.
- Commingled management is available to accredited investors in the form of the Speece Thorson Capital Group Value Fund with a minimum investment of $1 million.
Our ability to add value over the index is demonstrated by our:
- Long-term investment horizon
- Independent research and portfolio management team
- Disciplined valuation methods
- Concentrated portfolio
- In depth knowledge of our companies, their culture, business and management