Founded
1980
AMG Affiliate Since
2000
Investment Discipline
Frontier Capital Management Company, LLC ("Frontier") is a Boston-based investment management firm which specializes in growth and value equity investments on behalf of institutional and individual clients. The Frontier approach to asset management is a highly disciplined stock selection process driven by intensive fundamental, bottom-up research. The firm’s investment approach for its growth-oriented portfolios includes targeting companies with above-average secular growth prospects and competitive advantages. For its value portfolios, Frontier invests in stocks of companies that it believes are mispriced and have the likelihood of improvement in key metrics.
The Firm
Founded in 1980, Frontier is a leading manager of growth and value equity investment strategies. The management team is led by Michael A. Cavarretta, CFA, Chairman; Stephen M. Knightly, CFA, President; Thomas W. Duncan, Jr., Portfolio Manager; William J. Ballou, COO and CCO; and Sarah J. Jankowski, Chief Administrative Officer. Frontier's diversified client base includes public and corporate plans, foundations, endowments, Taft-Hartley accounts, and high net worth individuals.
Investment Strategies
- Mid Cap Equities
- Small Cap Equities
- Capital Appreciation
- Smid Cap Equities
Investment Vehicles
- Separate Accounts
- U.S. Mutual Funds
Assets Under Management
| ■ Mid Cap Growth Equity | 46% |
| ■ Small Cap Value Equity | 20% |
| ■ Capital Appreciation | 23% |
| ■ Small Cap Growth Equity | 8% |
| ■ Smid Cap Research | 2% |
| ■ Mid Cap Value Equity | 0% |
Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.