Our Philosophy

Over time we have developed a healthy scepticism for the theory of efficient markets. In our experience, the small cap end of the market exhibits the greatest degree of pricing inefficiency, generating excellent investment opportunities over time for dedicated investors willing to get their hands dirty.
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What We Look For

We are interested in acquiring stocks that are under-priced with near term catalysts likely to generate share price appreciation over the near to medium term. We favour companies with strong cash generative abilities and prospects of sustainably growing earnings at rates materially in excess of the market. Read More

Entrepreneurial Approach

In our experience, meeting with company management is critical in the smaller company space. We have found that meeting with management or company founders, enables us to obtain an insight and understanding of a business that may not be available otherwise to more passive investors Read more