Michael Johnson discusses Tributary Capital Management, LLC and its small-cap strategy. Mr. Johnson’s goal is to provide long-term, above-average returns with less volatility than the benchmark and competing peers. As a bottom-up investment manager, Mr. Johnson spends a considerable amount of time getting to know potential investments and has an owner’s mentality. He also maintains a long-term view and is prepared to hold a stock for three to five years or longer if the fundamentals stay intact and the valuation remains attractive. The key to Mr. Johnson’s approach is to own good businesses and to buy them at a discount to intrinsic value, which provides a margin of safety.
Full interview available here.
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