Confidently Invest with our Small and Micro Cap Team

See How We Invest
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Who We Are

We specialize in managing long-only portfolios focused on small and micro cap equities, aiming to maximize long term returns through compounding while diligently mitigating risks to safeguard capital for our clients.

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Our Investment Success

We invest in high quality, durable growth businesses with sustainable competitive advantages seeking predictable returns and downside protection.

90%+ Active Share
30-55 Holdings
18 Years on Average

Small Cap Investing

  • Strategy Established: 2003
  • Vehicles: SMA, Mutual Fund, LP
  • Benchmark: Russell 2000 Growth

Micro Cap Investing

  • Strategy Established: 2014
  • Vehicles: SMA, Mutual Fund
  • Benchmark: Russell Microcap Growth 

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Learn more about how we can help you achieve your investment goals.
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