Small Caps. Big Ideas.

Philosophy

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Neumeier Poma Investment Counsel’s philosophy is based on our belief that the coverage of small cap stocks ($250 million – $2 billion market capitalization) by Wall Street’s research machine is often inconsistent and/or incomplete.

Our investment process exploits these inefficiencies, helping our portfolio management team to find small cap stocks that are misunderstood, undervalued, or ignored by major Wall Street firms.

All small cap stocks selected for our portfolio meet Neumeier Poma Investment Counsel’s rigorous investment criteria:

  • Compelling, high-quality companies
  • Stock trades at a discount
  • Identifiable growth “catalysts”
  • Screen for positive environmental, social, governance (ESG) factors
  • Avoid investments in fossil fuels, firearms, private prisons, and unethical labor or lending practices

Neumeier Poma Investment Counsel’s investment team is made up of bottom-up stock pickers who use fundamental research to locate and evaluate undiscovered or misunderstood “stars” of the small cap universe.

Our mandate is to preserve client capital by managing risk while also outperforming our value benchmarks and peer groups over a market cycle (5 years).

For more than 30 years, the Neumeier Poma investment philosophy has consistently outperformed small cap value benchmarks, sitting near the top of its peer rankings.

We are a signatory member of the United Nations-backed Principles for Responsible Investment (PRI).

Contact us for more information

Firm Profile

Year Founded:
   1985 (Neumeier Investment Counsel LLC)
Location:
   Carmel, California
Investment Style:
   Small cap value, long-only
Ownership:
   100% employee-owned
Management Tenure:
   Peter Neumeier –32 years
   Brian Poma – 17 years
Firm Assets:
   1 Billion (as of June 30, 2017)