Investment Profile
- Quality Growth Portfolios
- Long-Term Investment Horizon
- Low Turnover
- Low Volatility
- Concentrated High Conviction Portfolios
- Downside Capture
Holdings Characteristics
- Recurring Revenue
- Sustainable Earnings Growth
- Low Debt Levels
- Sector Leadership
- Competitive Durability
- Strong Management & Governance
- Target Compounders
Our Approach
We apply a consistent, repeatable process focused on finding and investing in businesses with specific characteristics whose long-term growth potential is not accurately reflected in the marketplace.
Opportunity Identification
Target high quality growth-oriented small-to mid-cap companies with investment thesis
Research & Exploration
Extensive due diligence & fundamental research centered on earnings growth and capital structure analysis
Investment Decision
Green-light opportunities with minimal volatility, high durability and long-term appreciation potential
An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Download a prospectus, which contains this information or call toll free 1-800-494-2755. Read the prospectus carefully before investing or sending money.
Important Risk Information:
Mutual Fund Investing involves risk, principal loss is possible. For more information about the Funds, including the Funds’ objectives, charges, expenses and risks, please read the prospectus.
Ultimus Fund Distributors, LLC. (Member FINRA & SIPC) serves as the Distributor to the Conestoga Funds.
Ultimus Fund Distributors, LLC. (Member FINRA & SIPC) and Conestoga Funds are non-affiliated.