Invest Like
An Owner

Quality Growth Strategies for the Long-Term

We are an independent quality growth investment management boutique built to deliver compelling long-term returns through concentrated, fundamentally driven small-to mid-cap investment strategies.

About Us
2001

Founded

21
 Yrs

Investment Team
Average Industry Experience

$
8.7
 Bil

AUM as of 9/30/24

100
%

Employee Owned

Suburban
Philadelphia

Location