Investment approach

  • The Fund consists of (1) growth stocks; companies possessing above-average growth potential and operating in markets with a dominant and/or increasing market share, and (2) value stocks; companies that demonstrate sustainable free cash flow and valuation disparities overlooked by the market. Through our disciplined, bottom-up investment process, we strive to exploit market inefficiencies in the small-cap universe.

Questions?

Please send us an email at [email protected].

Portfolio Managers