Speece Thorson Capital Group Inc

ST Capital, founded in 1992, is a registered investment adviser specializing in mid to small cap value equity account management for institutions and high net worth families. The firm employs fundamental analysis to identify well-managed companies meeting high standards for value investing. ST Capital offers separate account management with a $5 million minimum, commingled management with a $1 million minimum, and sub-advisory management on a discretionary basis. The firm acts as a fiduciary under the Investment Advisers Act of 1940 and the Internal Revenue Code for individual retirement accounts. ST Capital's investment strategy focuses on long-term value investing in companies meeting specific criteria. The firm incorporates Environmental, Social, and Governance (ESG) factors into its research process and uses a bottom-up approach to assess companies. ST Capital's fee structure for separately managed and sub-advisory accounts opened after January 1, 2025, is 0.7% for the first $25 million, 0.6% for the next $25 million, and 0.5% for assets over $50 million. The firm does not charge performance-based fees and serves various types of clients, including corporate pension plans and family offices. ST Capital has a comprehensive Code of Ethics and complies with the CFA Institute Asset Manager Code of Professional Conduct. The firm does not accept physical custody of client assets and has established policies to manage cybersecurity risks effectively. ST Capital claims compliance with the Global Investment Performance Standards (GIPS) and does not currently utilize Artificial Intelligence (AI) in its operations.