Fund Inception | 01/21/2014 |
Name of Issuer | Conestoga Capital Advisors |
Fund Advisor(s) | Conestoga Capital Advisors, LLC |
Sub-Advisor(s) | -- |
Fund Managers for CCSMX
Joseph Monahan
Portfolio Manager since 01/21/2014
Joe is a Managing Partner and Co-Portfolio Manager for the Small Cap strategy. He also serves as an analyst for the firm’s SMid and Mid Cap equity strategies. Joe is Conestoga’s Director of Research, where his responsibilities include coordinating the firm's fundamental research approach to selecting securities. He joined Conestoga in December 2008 from McHugh Associates, where he was Senior Vice President/Portfolio Manager and a member of the firm’s Investment Committee. Prior to joining McHugh in 2001, Joe was a Vice President and Portfolio Manager at Pitcairn Trust Company. He is a graduate of the Pennsylvania State University, where he earned a Bachelor of Science degree, and he earned a Masters of Business Administration from Temple University. He is a CFA Charterholder and a member of the CFA Society of Philadelphia.
Robert Mitchell
Portfolio Manager since 01/21/2014
Bob is a Co-Founder and Managing Partner of Conestoga Capital Advisors, and Co-Portfolio Manager for the Small and SMid Cap strategies. Bob serves as Chief Investment Officer of the firm, overseeing all aspects of the portfolio management and investment processes. Prior to Conestoga, Bob was a Portfolio Manager/Analyst and Director of Equity Research at Martindale Andres & Company. Bob's portfolio management and research expertise was focused on small capitalization companies. While at Martindale Andres & Co., he was responsible for $100 Million in individual and institutional small cap accounts. Before his employment at Martindale Andres, Bob worked with the U.S. Department of Justice Antitrust Division where he analyzed the economic and financial aspects of various industries for evidence of antitrust violations. Bob received his M.B.A. from Indiana University's Kelley School of Business in 1995; in 1991, he received a B.A. from the University of Notre Dame.
Derek Johnston
Portfolio Manager since 01/31/2016
Derek joined Conestoga Capital Advisors in May 2015 and became Co-Portfolio Manager for the firm’s SMid Cap Growth strategy on February 1, 2016. He also provides equity research across the Small- to Mid-Cap universe. His has over twenty years of experience in the financial investment industry. Prior to joining Conestoga, Derek worked as a Co-Portfolio Manager for Small and SMid Cap portfolios at 300 North Capital, LLC, located in Pasadena, CA (2007-2015). He also served as an Equity Research Analyst for Small Cap equities at Engemann Asset Management for two years, and as an Equity Research Associate at Banc of America Securities for three years. Earlier in his career, Derek worked at Thomson Financial, Caspian Securities, Inc., and Smith Barney, all based out of New York. Derek received a Bachelor of Science in 1995 from Boston College, and an M.B.A. from University of Southern California’s Marshall School of Business. He has been a CFA Institute Charterholder since 2003.