Confidently Invest with our Small and Micro Cap Team
See How We Invest
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.
Our Investment Success
We invest in high quality, durable growth businesses with sustainable competitive advantages seeking predictable returns and downside protection.
Active Management
90%+ Active ShareConcentrated Portfolios
30-55 HoldingsTenured Management Team
17 Years on AverageSmall 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
We Invest Sustainably
ESG integration helps us develop a more complete picture of the companies in which we invest. By incorporating original company-by-company risk and ESG analysis and direct engagement, we are actively filling an information gap inherent in coverage of many smaller companies.
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Original Research
We are passionate about conducting deep original research on U.S. small & micro cap companies that are often uncovered by Wall Street.
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Assessing Materiality
Guided by the SASB framework, we seek to understand what the most important risks, opportunities, and factors are for each company.
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Engaging Management
Discussing sustainability issues with management helps fill the information gap & uncover the most important issues affecting their company.