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WPG Partners

The WPG Partners team has been investing in the Small and Microcap markets for 25+ years with almost 20 years investing together as a team focused on U.S. small cap equities. The team has an active management philosophy with deep fundamental roots in traditional Value focused sectors. The team prides itself on an informational advantage gained through original research.

Micro-Cap Stocks: A Surrogate to Private Equity

Investments in actively managed micro-cap value strategies have outperformed private equity (or “PE”) investments.

Cyclicals: A Longer Term View

Since the oil-market collapse of 2014, investors in equities have been operating in a bear market environment.

Domestic Capital Investment: Making up for Lost Decades

Domestic capital expenditures create a catalyst for the small-cap value universe multi-year tailwinds.

We believe in intensive research that begins with management discussion and progresses through financial screening, valuation, and catalyst identification. We look to distinguish ourselves through a contrarian view.

Our process focuses on identifying underfollowed, fundamentally strong overlooked companies. Through our extensive original research, stock screens, and industry contacts we look to identify small-cap companies that have earned above their cost of capital over their life cycle and are undergoing, in our view, positive change. We pride ourselves on our deep fundamental original research that includes 700-800 company meetings annually with direct executive level engagement to better understand capital allocation and strategy.

We believe small and microcap stocks provide the highest return opportunities for industries going through a positive change. As a dedicated small-cap team we have a full menu of product offerings including a traditional Small Cap Value strategy, a dedicated Microcap strategy focused on companies with less than $1 billion in market capitalization, as well as a Concentrated Small Cap strategy with greater than 40% of the portfolio represented in the top 10 holdings on average.

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Small Cap Value Equity

Total Strategy AUM
$425.6 M
Inception Date
October 1, 1999
Security Range
80-120
Portfolio Managers
G. Weiss, R. Shuster, E. Gandhi

Micro Cap Opportunities

Total Strategy AUM
$198.8 M
Inception Date
October 1, 2008
Security Range
80-120
Portfolio Managers
G. Weiss, R. Shuster, E. Gandhi

Select Small Cap Value

Total Strategy AUM
$492.1 M
Inception Date
December 1, 2018
Security Range
30-50
Portfolio Managers
E. Gandhi

Value Style Orientation

We believe entry point matters to achieve outsized returns and as such demand compelling valuations on an absolute and relative basis for portfolio investments.

Small Cap Focus

Our team has studied, analyzed and invested in the Small and Microcap arenas for 25+ years and has access to various industry constituents.

Active Management Process

We believe in consistent engagement with portfolio company management teams and Board level executives to monitor capital allocation philosophy, strategic direction and, increasingly, ESG considerations.

richard-a-shuster

Richard A. Shuster, CFA

Portfolio Manager
gregory-n-weiss

Gregory N. Weiss

Portfolio Manager

Lisa White

Portfolio Administrator

Brian Rohman, CFA

Equity Analyst
WPG Partners - Eric Gandhi

Eric A. Gandhi, CFA

Portfolio Manager

Robert Hellauer

Equity Analyst