The First Bancshares, Inc. (Mississippi)

ICM offers value investment solutions across the US equity market capitalization spectrum. In doing so, the firm utilizes two distinct investment processes – Small-Cap, SMID-Cap & Mid-Cap Value and Large-Cap/All-Cap Value. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced.

Stieven Capital Advisors aims to achieve superior total returns with lower price volatility than the broad equity market. Investments are concentrated in US financial institutions, primarily bank holding companies, financial holding companies, thrift holding companies and institutions, finance real estate investment trusts (REITs) and other financial-related companies. The firm primarily seeks long positions in the securities of companies with solid management teams and healthy long-term earnings growth potential. They also seek positions in the undervalued securities of turnaround situations, young and start-up companies, and companies having limited analyst coverage.

TBFC primarily invest their funds in US-based, sub-regional small financial service companies. This may include insurance companies, securities brokerage companies, leasing, and finance companies. Over 90% of the funds’ invested capital goes to depository companies.