Confidently Invest with our Small and Micro Cap Team

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.

Learn More About Us

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 Share

Concentrated Portfolios

30-55 Holdings

Tenured Management Team

18 Years on Average

See Our Strategies

Small Cap Investing

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

Learn More About Small Cap

Micro Cap Investing

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

Learn More About Micro Cap

Ready to Get Started?

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