Morningstar

Conestoga Small Cap Institutional Class CCALX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Conestoga Investment Hub

Morningstar’s Analysis CCALX

Will CCALX 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 CCALX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCALX 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 CCALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Poor recent results don't indicate bigger problems here.

Associate Director Tony Thomas

Tony Thomas

Associate Director

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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