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Company Overview |
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- Founded in 1989.
- Over $1.5 Billion Under Management.
- Clients Include High Net Worth Individuals & Institutional Investors.
- Nineteen Employees, Eleven Research Professionals
- Firm Partners Have All Invested A Significant Portion Of Their Net Worth In The Firm's Strategies.
Investment Focus
- Predominantly Micro-Cap & Small-Cap U.S. Equities.
- Original, Fundamental Research.
- Sectors: Technology, Healthcare, Energy, Consumer, & Financial Services.
Fundamental Philosophy
- Research Intensive Process.
- Firm Seeks To Be A Long-Term Investor In Companies With Favorable Growth Potential.
- Buy Companies At Significant Discounts To Intrinsic Value: Maximizes Returns And Limits Downside Risk.
- Recognizes Importance Of Motivated & Capable Management; Face-to-Face Assessment Is Critical.
- Concentrated Portfolio.
- Investment Candidates Identified Through Industry Contacts And Primary Research.
- We Seek To Have Tax Efficient Portfolios: Average Holding Period For Investments Is Generally Two Years.
- Limited Short Selling.
- We Are Not Momentum Investors.
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