We believe that Over-diversification
Leads to Under-performance.

Our Focused Small-Cap Value Investing strategy has performed well since our inception in 2009.

22% IRR across ALL realized investments.

Want our results in your portfolio?

* IRR excludes cash and current unrealized portfolio.

We believe that Over-diversification
Leads to Under-performance.

Our Focused Small-Cap Value Investing strategy has performed well since our inception in 2009.

22% IRR across ALL realized investments.

Want our results in your portfolio?

* IRR excludes cash and current unrealized portfolio.