Small-Micro cap
Value Strategy

Small Companies.
Large Opportunities.

The Small-Micro Cap segment of the market represents approximately 2% of the stock market by capitalization, but it includes almost half of the total number of publicly traded securities.  As a result of its small relative size many investors overlook this segment of the market. However, over time the Small-Micro Cap segment has produced strong returns relative to the overall market.

Our Small-Micro Cap Value Equity strategy invests in high quality, catalyst rich companies that we expect will experience a significant improvement in earnings within the next 12 to 24 months. Our team identifies compelling investment opportunities through a rigorous bottom up research process that includes direct dialogue with the management teams of each company under consideration.

The process results in a concentrated portfolio of 25 to 35 ideas, each with its own unique and compelling investment catalyst.