Funds

We focus on high quality small- and micro-cap companies. Our disciplined and repeatable investment process generates high conviction portfolios that have out-performed their respective benchmark over time.

Small Cap Investing

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

Micro Cap Investing

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

Learn More About Our Investment Process

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