Kennedy Capital Management Revenue and Competitors

We commit the time and resources necessary to find opportunities within a targeted “sweet spot” of the small cap market. A core tenet of Kennedy Capital's investment philosophy is that gaps or lags in the timely delivery and use of key company information, such as earnings estimates and restructurings, can lead to the inefficient pricing of stocks. Most investment professionals agree that inefficiencies exist in the small cap universe, and that these inefficiencies can create investment opportunities. The challenge for investors is - how do you systematically and consistently identify and exploit those opportunities? At Kennedy Capital Management, we accomplish it by dedicating significant resources to domestic small cap equity research. These resources include a large staff of six portfolio managers, fourteen analysts (with industry specific expertise), and three equity traders. We also give these professionals the tools necessary to do intense, bottom-up, fundamental research. Armed with the necessary tools, our investment staff goes to work uncovering investment ideas that many other managers either overlook or don't have the resources to uncover. The first step is to identify potential investment candidates through our unique screening process. Every day, on a real-time basis, our analytical staff pours over the quarterly results issued by virtually every publicly traded small cap company. This labor-intensive process is critical in uncovering investments that are under-followed or out of favor with most investors. Once the universe is narrowed and potential new buys are identified, our staff does the intense fundamental analysis critical to good decision making in the small cap universe. Kennedy Capital Management has the resources necessary to do independent fundamental analysis and in-depth research on underfollowed companies in every sector of the U.S. economy. Our research analysts manually screen thousands of small cap company earnings reports every quarter to find those with strong fundamentals, yet low institutional ownership and analyst coverage. We then personally meet with many of these companies to hear their stories firsthand. This is an extraordinarily labor-intensive and time-consuming process. Our experience has shown it is also the best way to consistently uncover promising small companies that are inefficiently priced. Kennedy Capital goes beyond standard screening techniques to uncover opportunities in the the small cap market that others overlook.