Neumeier Poma Investment Counsel, LLC, a 100% employee owned registered investment advisor, investing exclusively in small-cap ($250 million - $3 billion market capitalization) value stocks with a portfolio of 30-40 holdings. As of December 31, 2019 Neumeier Poma Investment Counsel had $1,483.69 million in assets under management. Our highly successful track record stretches back to our inception 33 years ago, and we remain focused on executing our small-cap value strategy to the maximum benefit of our institutional and individual clients.
Research analysts include, as part of their multi-level testing for identifying good businesses, the "incorporation" and "screening" of ESG factors. Our stock selection process excludes certain industries including but not limited to manufacture of guns, predatory lending, animal testing, companies whose products or services cause serious environmental degradation, companies whose products and services have a heavy fossil fuel/co2 "footprint".
Neumeier Poma Investment Counsel LLC Institutional Equity composite contains fully discretionary institutional equity accounts and for comparison purposes is measured against the Russell 2000 Value (small-cap) Index. The composite is a value plan investing primarily in small-cap equities, which are publicly traded domestic and foreign stocks. Detailed composite definitions are available upon request.