Broker Check

Our Philosophy

We believe that investors can earn a premium return in small to mid capitalization growth equities by identifying higher quality companies capable of growing through multiple business cycles. We seek to take advantage of the inefficient discovery process for small and mid-sized companies and other investors’ focus on near-term earnings.

Key Tenets of Our Style

High Quality Conservative Growth

  • We seek to invest in companies with sustainable earnings growth, strong balance sheets and significant management ownership.

Patient, Long-Term Approach

  • We have a long-term investment horizon which has historically resulted in a low portfolio turnover rate of approximately 20-30%.

High Conviction

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

Consistent Returns with Low Volatility and Downside Protection

  • We seek to provide attractive risk and reward characteristics relative to benchmarks.