Confidently Invest with our Small and Micro Cap TeamSee 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 Management90%+ Active Share
Concentrated Portfolios30-55 Holdings
Tenured Management Team17 Years on Average
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.
We are passionate about conducting deep original research on U.S. small & micro cap companies that are often uncovered by Wall Street.
Guided by the SASB framework, we seek to understand what the most important risks, opportunities, and factors are for each company.
Discussing sustainability issues with management helps fill the information gap & uncover the most important issues affecting their company.