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, unlike many diversified funds, only invest in 10 – 15 of our highest conviction ideas.
We perform boots-on-the-ground, bottom-up research to understand the businesses we invest in.
We closely monitor a list of companies we like and wait patiently for an opportunity to buy.
We invest with a minimum three-year time horizon.
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