Case Study

From where Genesis started to where it is now, I really give a lot of credit to the visionaries who wrote out the roadmap, it is extremely impressive

From where Genesis started to where it is now, I really give a lot of credit to the visionaries who wrote out the roadmap, it is extremely impressive

For Conestoga Capital, an asset manager specializing in small- and mid-cap equities, technology is a strategic differentiator. “We’ve had a philosophy of investing in technology rather than going out and hiring a lot of people with overlapping responsibilities,” explains Duane D’Orazio, Co-Founder, Managing Partner and CCO. “That’s really been crucial to how we operate. That probably makes us different from other firms at our asset level, who might have twice as many people.” Conestoga’s technology strategy enables the 100% employee-owned firm to manage just over $7 billion in assets across four SMA strategies and four mutual funds with just 16 associates.

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