Small Cap Portfolio Management

George Register heads up our small cap division and manages commission based portfolios. George and our in house analysts Stephanie Haggerty and Travis Weitz, CFA employ both traditional and untraditional approaches to research, placing emphasis on a company’s management, market positions, earnings and earnings potential, and the financial health of the company.

Our analysts add particular value to the investment process by their ability to maintain a solid working relationship with management of the companies we follow, meeting and talking with them frequently. Our analysts understand how top management thinks, assesses their vision, fully review their business plan, follow their execution, and make judgments accordingly. The analysts look for a recognizable catalyst that can increase shareholder value and broaden a stocks investment audience. We take positions with long term gains as our goal but trade stocks according to analysis we conduct. We believe in diversification through concentrated portfolio positions of select stocks.

George Register Stephanie Haggerty Travis Weitz

Register & Akers Investments, Inc., its principals, directors, and other employees may hold or take long or short positions in the securities we follow. As with any investment vehicle, small cap stocks may lose value and can present more volatility in a portfolio, especially in portfolios with very concentrated positions. This is not a recommendation to buy or sell. The list of companies covered above is not all inclusive and is just a representative sample of stocks we follow. Please note that these investments are only suited for investors that can assume higher risk and loss of principal.

 

Disclaimer:

Information contained herein has been derived from sources believed to be reliable but is not guarenteed as to the acuracy and does not purport to be a complete analysis of the security, company, or industry involved. Reports are not to be constucted as an offer to sell or solicitation of an offer to buy any security. Register & Akers, its principals, directors, and other employees may hold or take long or short positions in the securities we follow. The information and statistics in our reports have been obtained from sources we believe to be reliable but are not guaranteed by us to be accurate or complete.  Investors may be prohibited in certain states from purchasing some over-the-counter securities mentioned herein. Any and all earnings, projections, estimates, and opinions assume certain market conditions and industry developments that can change rapidly . Opinions expressed are subject to change without notice.


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