Small Cap Growth

Navellier’s Small Cap Growth Portfolio uses Navellier’s time-tested, quantitative investment process. This actively managed portfolio, launched in 1998, seeks inefficiently priced growth stocks with opportunities for long-term price appreciation.

Navellier Small Cap Growth Portfolio Highlights

  • Disciplined investment process that uses quantitative and fundamental screens
  • Dynamic process that adapts to market changes
  • Portfolio managed to outperform the index rather than imitate it


  • Invests in high quality, inefficiently priced U.S. stocks with growth potential 
  • Diversification across sectors and industries 
  • Investment in small cap stocks

Investment Process Overview

  • Identify companies with strong reward (alpha) / risk (standard deviation) ratios 
  • Screen companies for strong fundamentals that explain their performance and support their future growth potential 
  • Optimize the portfolio for diversification across sectors and industries