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Conestoga Small Cap Fund Investors Class CCASX

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Morningstar’s Analysis CCASX

Will CCASX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CCASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Poor recent results don't indicate bigger problems here.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Conestoga Small Cap has looked historically bad recently, but the strategy's key components—its people and process—are in good shape. For the first time since 2018, it's fully open to new investors, and there's a fair contrarian case to be made for it.

by Tony Thomas
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