Value investing with a focus on quality

Navigating investment opportunities through actively managed
Small, SMID and Mid Cap equity strategies.

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At-a-glance

  • 30+ years’ experience managing institutional and private client portfolios
  • Focused on small- and mid-cap value equity investing
  • Consistent, disciplined Free Cash Flow Value approach
  • Long-term team continuity and collaborative culture
  • Fundamental approach to investing in public markets from a private equity perspective
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Meet the team

Meet the team

An experienced team of investment professionals deeply committed to our clients’ success.

An equation for success

Strong cash flow + limited leverage + strong debt coverage. Learn more about Free Cash Flow Value investing.

Giving back

Making an impact one student at a time through our education and mentorship initiatives.

We build value portfolios based on the belief that investors can pursue the higher returns generally associated with small- to mid-sized companies without sacrificing portfolio quality. By focusing on a company’s financial health, cash flows and debt levels, we seek to identify attractive undervalued opportunities, while avoiding potential value traps.

We build value portfolios based on the belief that investors can pursue the higher returns generally associated with small-to mid-sized companies without sacrificing portfolio quality.