Concentrated Microcap Investing

For Institutions and Individual Investors

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 using a boots-on-the-ground approach and opportunistically invest at attractive prices. And unlike many diversified funds, we only invest in 10 – 15 of our highest conviction ideas.

Let’s Start a Conversation

Our Philosophy

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.

Let’s Get Started

Use the quick form below to get in touch with us.