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 own homework and do not use brokers.