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Expertise

Global and international small cap equities are our focus and passion. We are international research and investment specialists with over 60 years of combined industry experience. Our team focuses solely on building concentrated global and international small cap portfolios for our clients.

We conduct independent fundamental research to identify attractive investment opportunities in companies whose growth is unrecognized by the marketplace. We dedicate time to travel to each region and visit the companies we consider as attractive investment opportunities.

Our unique approach focuses on investment themes influencing world economies as opposed to geographic regions and industry sectors to determine the strategic direction of the portfolio. We aim to understand the thematic relevance to global investments and generate consistent returns for our clients over a long-term investment horizon, within a risk controlled low turnover approach.

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