We employ our unique approach to value investing across Small, Smid and Mid Cap Value portfolios. We focus on these market segments because we believe they are less efficient markets. Our emphasis on identifying management teams who are motivated to take transformative actions for their companies also lends itself to small and mid cap investing, as access to management teams is typically easier at smaller firms.

To learn more about our investment philosophy, click here.

“We don’t start off looking for just statistically cheap stocks… but underperforming companies with a hidden jewel and a management team motivated to restructure the company and unlock higher earnings power.”