Geneva Capital Management LLC
Geneva Capital Management LLC is an independent, Milwaukee-based investment firm founded in 1987. It specializes in managing portfolios of US small- and mid-cap growth stocks and provides investment solutions aiming for long-term capital appreciation. The firm has approximately 21 employees and serves institutional and high-net-worth clients, emphasizing a team-driven approach and a culture of independence and client alignment.
Investment Strategy
Geneva Capital Management pursues long-term capital appreciation by investing in high-quality small- and mid-cap US businesses. Its investment philosophy focuses on deep research and careful selection, targeting companies with robust growth potential, strong fundamentals, and the ability to generate consistent returns. Geneva employs a disciplined and independent approach to portfolio construction, emphasizing diversity across four dedicated strategies and seeking both higher potential gains and stability for their clients.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RBC | RBC Bearings Inc | 4.08% | $243.7M | 633,230 | $155.65 | $384.80 | +$54.0M |
R ROAD | Construction Partners Inc. | 3.85% | $230.1M | 2,164,779 | $32.27 | $106.28 | +$53.3M |
E EXLS | ExlService Holdings Inc. | 3.68% | $219.5M | 5,013,398 | $16.93 | $43.79 | -$252.5K |
T TXRH | Texas Roadhouse Inc | 3.02% | $180.2M | 961,390 | $62.99 | $187.41 | +$29.1M |
E ESE | ESCO Technologies Inc. | 2.84% | $169.4M | 882,959 | $90.42 | $191.87 | +$36.7M |