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About Cardinal

 

Cardinal Capital Management is an investment management firm focused on small and mid cap value equities. We manage approximately $3 billion in discretionary and non-discretionary assets and have specialized in value stocks since the firm’s founding in 1995. Our investment options are designed for institutions and high net worth individuals who value superior long-term, risk-adjusted investment returns. The goal of our value equity strategies is to earn a high return over a market cycle with below-average risk, and to annually outperform our benchmarks.

Our investment team adds value through our own detailed fundamental research, discounted cash flow-based valuation analysis and portfolio management tailored to balance risk and return.

Mission

Cardinal’s mission is to generate superior risk-adjusted long-term returns and to serve our clients with integrity and to the best of our ability. We aim to maximize individual as well as organizational productivity and efficiency. As our investment process is very much team-based, we strive to foster a collaborative environment in which ideas flow freely and the exchange of our thinking is open to each other’s challenges and critiques.

To access Cardinal’s most recent ADV Part 2A, please click here