Based in Chicago, our team has a proven ability to identify profitable small and mid-cap companies. Our goal is to provide long-term outperformance, downside protection and low volatility. We strive to create an entrepreneurial culture with an agile investment team. Our team members bring an average of 20 years’ experience to the table.
Competitive risk-adjusted returns
Our repeatable investment process aims to generate competitive risk-adjusted returns.
Low volatility
We take a bottom-up fundamental approach built around a long investment horizon.
Company focus
We focus on companies that demonstrate consistent growth, along with a solid balance sheet and strong management team. All portfolio managers are generalists, utilize their education and experience extensively in the research process and rotate research responsibilities