Granahan Investment Management, Inc. Adds Stakeholders

Jane M. White, President & CEO

All employees are stakeholders, which aligns the entire team’s interests with those of our clients.

As of January 3, 2018, Granahan Investment Management, Inc. (“GIM”), an investment advisor and small cap equity specialist, has increased its shareholder base to include all employees. The firm’s portfolio managers that oversee client accounts now hold 75% of the firm’s equity, with the remaining shares held by employees responsible for client support, marketing and sales, compliance and operations.

GIM’s CEO and co-founder, Jane White, comments: “Since its founding over 30 years ago, GIM has been an independent investment boutique believing that, as a small cap specialist, this best serves our clients. While we have always been employee-owned, for the first time all employees are stakeholders, which aligns the entire team’s interests with those of our clients.”

In addition to expanding the shareholder base, the firm has named 3 new Managing Directors – Karen Agnew (SVP – Marketing & Sales), Jeff Harrison, CFA (SVP, Portfolio Manager) and David Rose, CFA (SVP, Portfolio Manager) – bringing the total to 8.

White continues, “GIM’s talented professionals are experts in small cap investing. We have strengthened the team with key additions over the last six years, and we are pleased to include their expertise on the strategic direction of the firm. Our suite of U.S. small cap products, including micro, small and SMID cap equities, reflects the depth and experience of an investment team dedicated solely to the small cap sector.”

As an employee-owned investment boutique and small cap equity specialist, GIM has over $1.3 billion in assets under management. The firm offers six small cap investment strategies, several of which are consistently ranked as top performers, including by Pensions & Investments/Morningstar. Two products recently recognized are Small Cap Discoveries and Small Cap Advantage. GIM portfolios are based on bottom-up stock selection that stems from in-depth fundamental research coupled with a disciplined stock valuation and portfolio allocation methodology.

With respect to opportunities in the market, Gary Hatton, GIM’s CIO and…

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