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.
Competitive advantages
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.
Continuity. Style integrity. Personal service.
The team philosophy uncovers information gaps in small, rapidly growing companies to potentially deliver significant long-term appreciation to clients.