There is persistent mispricing in the value of small cap companies.
VALUE INVESTING. We believe there is opportunity for investment gain by selecting companies that we believe are trading significantly below their underlying value and over time will appreciate to reflect their legitimate worth.
RESEARCH ORIENTED APPROACH. We believe diligent research is fundamental to prudent investment decisions. The foundation for a sound portfolio is achieved by examining the risks, as well as the potential rewards, from investment in each company, and then building a portfolio one stock at a time.
LONG-TERM OUTLOOK MATTERS. We believe that a consistent methodology to efficiently identify the most promising portfolio candidates for long term performance will provide superior risk-adjusted returns.
COLLABORATION. Different perspectives offered within a consistent process leads to greater understanding and evaluation of potential opportunities.