Steven Lloyd Spare

300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.

Provides brokerage services

Provides futures brokering services

Led by management

Functions as a College/University

CitizensTrust customizes investment strategies that are thoroughly evaluated, honed, and designed to seek the maximum return on client’s investment and match their overall objectives. The firm’s experience spans the full range of asset classes, including Equities, Fixed Income, International Equities, Real Estate and REITs, and Alternative Assets.