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