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Solukhumbu, Nepal

Active at Its Best

The Opportunity

Small companies are often overlooked by large investors. This creates opportunity, globally.

Where We Invest
Global
Foreign
Emerging
United States

We capitalize on these opportunities seeking high-quality companies at attractive valuations.

Investment Vehicles

We manage $6.3 Billion AUM

As of December 31, 2023
Our Offerings

Research Our Strategies by Geography and Market Cap

Investors seeking to invest in micro to midcap equities choose from global, foreign, emerging and US geographies.

How We Do It

See How Data-Driven Analytics Underpin Our Fundamental Investing

We’ve built proprietary models atop an analytics platform, empowering us to gather and leverage actionable intelligence on companies.

Our Global Footprint

To Understand Companies, We Put Boots on the Ground

We track our global footprint by tallying the contacts we make each month, country by country.

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Highlighted News

3Q23 Quarterly Letter Update
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