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Our Philosophy

Our high quality conservative growth philosophy seeks to take advantage of the inefficient discovery process for micro, small, smid and mid capitalization companies and other investors’ focus on near-term earnings. We employ our ‘time horizon arbitrage’ principles by identifying these higher quality companies that we believe are capable of growing through multiple business cycles.

Key Tenets of Our Style

High Quality Conservative Growth

  • We seek to invest in companies which we believe have sustainable earnings growth and strong balance sheets.

Patient, Long-Term Approach

  • We have a long-term investment horizon which typically results in a low turnover rate of 20-30%.

High Conviction

  • Range of portfolio holdings is expected to provide a balance between alpha generation and diversification.

Consistency of Returns with Low Volatility and Downside Protection

  • Consistently applied investment discipline has resulted in strong risk-adjusted returns over full market cycles.