Our Vision

Think Like A Specialist

Focus

We are a team of experienced investors who operate with client specific mandates, using a collaborative team approach. Our total focus on small-to mid-cap enables objective big picture thinking in a highly specialized space.

Invest Like An Owner

Knowledge

We have a fundamental understanding of every business we invest in, analyzing financials from the bottom-up, building professional relationships with management teams and seeking clear evidence of competitive durability and sustainable, long-term growth potential.

Grow With Confidence

Consistency

We believe that by knowing our mission, ourselves and our investments, we can create the optimized risk/return profiles guided by confident and steadfast time horizon arbitrage needed to realize long-term outperformance.

Focus

We are a team of experienced investors who operate with client specific mandates, using a collaborative team approach. Our total focus on small-to mid-cap enables objective big picture thinking in a highly specialized space.

Our Team

We are a team of experienced financial professionals whose collaborative approach to investing ensures a more comprehensive perspective that supports our clients’ investment goals

Meet the Team