A different way of looking at things

Our firm was founded by Charles Montanaro in 1991 with a vision to bring a different approach to SmallCap investing.

We picture ourselves as an Oasis in the City. We ignore market noise and focus on identifying the highest quality businesses that we can own for the long-term.


As long-term investors, we believe that sustainable investment returns come from the highest quality businesses. 

Through active ownership and constructive engagement, we get to know the businesses in which invest and support them on their journey.   

Our culture

We are a family

Our family culture ensures that we all work together to deliver the best results for our clients. We operate a flat structure and avoid the bureaucracy inherent in many larger investment firms.

We are Quality Growth investors

We seek to discover the hidden gems hiding within our investment universe. We invest in the highest quality businesses that have the potential to deliver the best long-term returns.

We are Sustainable investors

Sustainability and ESG factors form an intrinsic part of our assessment of a company’s quality. As a certified B Corporation, we aim to practice what we preach.

We are in it for the long term

Our ideal holding period is forever. We take our time before we invest and conduct thorough research, including site visits, on all companies that we consider for our portfolios.

We do the work ourselves

We have one of the largest research teams dedicated to Small & MidCap in the industry. We do our homework in house. 

Our clients are our partners

We pride ourselves on providing the highest quality service to our clients. We are all invested alongside our clients.

We have a family culture in which we all work together. Our clients come first – we are acutely aware of the responsibility entrusted to us to safeguard and grow their assets.

Sustainability means more to us than embedding ESG factors into our investment process. As a B Corporation, we aim to practice what we preach and consider the impact of our business on all our stakeholders.

Better World Fund

Impact calculator

Enter an amount to see the positive impact your investment is aligned to. Please note that our Impact Calculator is used for illustrative purposes only and does not denote the real world impact of investments made in the Fund.

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