Equity

Small Company Growth Strategy

The strategy pursues long-term capital appreciation by focusing on small, rapidly growing, and misunderstood companies that have the potential for dramatic price appreciation.

Highly experienced

The team’s entrepreneurial and investment-driven style has resulted in stable and tenured teams, style purity, and strong long-term track records.

Consistent implementation

The team seeks a balanced mix of rapidly growing discovery and rediscovery holdings, providing consistent, diversified small-cap growth exposure.

Proven results

The team has produced strong, risk-adjusted returns by exploiting information gaps between a company's true fundamental value and its stock price.

Investment approach

Continuity. Style integrity. Personal service.

Small, rapidly growing companies offer potential for dramatic price appreciation.

The team focuses on companies that meet high-growth criteria based on recent and forward-looking earnings-per-share results and acquisition candidacy.

Fundamental research is at the heart of the investment process.

The team conducts rigorous fundamental research to target companies in the discovery and rediscovery phases of development.

Information gaps can be exploited for significant returns.

The team sizes the information gap by applying fundamental conclusions to its valuation model and affirming a differentiated perspective.

Portfolio construction is a team- and conviction-based discussion.

The team purchases the best ideas that provide asymmetric risk/reward opportunities

1 of 4

Our team

Meet the investment team

The team philosophy uncovers information gaps in small, rapidly growing companies to potentially deliver significant long-term appreciation to clients.

View Team