Conestoga Small Cap Fund Placed Under Review

The Town of Farmington Retirement Board was informed that the Conestoga Small Cap Fund’s status was changed from “Maintain” to “Discuss” by its advisor following notice of a co-portfolio manager’s planned 2026 retirement. The fund’s weak quarterly performance and leadership transition prompted closer monitoring but no immediate action.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Investment remains active but under heightened review; future changes may be considered as the 2026 co-manager retirement approaches.

Document type

Minutes

Source document

Town of Farmington Retirement Board Meeting Minutes April 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Farmington?

Conestoga Small Cap Fund was awarded this financial services contract by Town of Farmington, as recorded on April 24, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Town of Farmington Retirement Board Meeting Minutes April 2025 (Minutes), dated April 24, 2025 from Town of Farmington. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Conestoga Small Cap Fund hold?

Conestoga Small Cap Fund may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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