Canadian Investors

Small cap strategies are available in either pooled or separately managed vehicles. Please contact us for further information.

INVESTMENT PHILOSOPHY

We believe that superior risk-adjusted returns may be achieved by long-duration investing within a concentrated portfolio of high-quality companies that offer a higher expected return with lower risk than the market.

Our definition of a high-quality small cap company is one that has a set of enduring attributes that result in strong and reliable cash flow:

Central to our philosophy is management quality, which we believe is the primary driver to small business success. Astute management decisions can have direct and immediate impacts to a small cap company’s performance and the establishment of long-term corporate and industry quality.

We believe a proper assessment of management’s intangible traits is critical to a company’s return prospects and risk profile.