We are an independent, employee-owned firm with a singular vision: capitalizing on inefficiencies in the small-cap market. This steadfast focus allows us to identify underfollowed and undervalued companies, resulting in significant, long-term appreciation for our clients’ portfolios.
Original, Primary Research
We have an unwavering belief in the power of in-depth, first-hand research. Our unique process of management engagement builds an archive of knowledge and networks and provides an additional dimension beyond the numbers. We combine this disciplined research process with detailed analysis and our cumulative experience, culminating in a truly differentiated product.
Culture of Independent Thinking
Our investment process is disciplined, yet flexible. By empowering individual portfolio managers to pursue their best ideas within the confines of a well-articulated research framework, we reward originality while promoting collegiality and oversight.