No one knows Smaller Companies like we do

We get to know Smaller Companies on a personal level

We are an independent investment boutique focused exclusively on quoted Small & MidCap equities. We view our clients as our partners and seek to grow their investments sustainably over the long-term.

Charles Montanaro, Founder

We are Quality Growth investors.

We take a common-sense approach to investing, identifying the highest quality Smaller Companies with the best management teams that we can own for the long-term.

Charles Montanaro, Founder

We are true Small & MidCap specialists. We have one of the largest research teams dedicated to this asset class, providing the time and resource to unearth the hidden gems hiding within our investment universe.

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Better World Fund


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