Our Investment Approach

Small Cap businesses are rapidly changing and evolving with little to no Wall Street coverage or awareness. We are consistently scanning for special situations and developments for our next investment opportunity.

All investment ideas begin with our analysis of what market value is for the business. The majority of pitches do not make it beyond the valuation phase given our strict Fund requirements for projected free cash flow.

A cornerstone to our investment approach is a belief in strong management teams. The Fund makes concentrated investments with direct access to management teams seeking anchor investors.

Depending on timing and larger portfolio considerations, our Team will slowly trade into positions or add to our Watchlist for proper entry.