Concentrated Microcap Investing

For Individuals and Institutions

Different by Design

We invest in small and emerging, publicly-traded U.S. companies that we believe have significant long-term growth potential. Our strategy aims to identify the highest quality businesses in our space and opportunistically invest in them at attractive prices. We use a boots-on-the-ground approach to research and only invest in our 10 – 15 highest conviction ideas.

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Our Approach

Long-Term Approach


We perform boots-on-the-ground, bottom-up research to understand the businesses we invest in.

Portfolio Diversification


We closely monitor a list of companies we like and wait patiently for an opportunity to buy.

Individual Attention


We invest with a minimum three-year time horizon.

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