Overview
We are pioneers in small-cap investing who’ve been actively managing portfolios since 1972.
Small-cap investing is our primary business. This distinguishes us from most other asset managers.
We specialize in actively managed strategies that invest in the broad and diverse small-cap universe with unparalleled knowledge and experience gained through more than five decades of investing.
The spirit of partnership runs deep through our culture, from our corporate structure to our commitment to our clients and our longstanding relationships with the small-cap businesses in which we invest. We see the success of each stakeholder as interlinked.
Equally, if not more, important, we invest with you; our portfolio managers have substantial ownership in the strategies they manage. Our officers, employees, and their families have approximately $102 million* invested alongside our clients.
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