Public Company Investment Strategy
with a Private Equity Approach

We invest in strategic stakes in small cap public companies through a PE-style closed-end fund structure. Our fund structure allows us to forge long term partnerships with the boards and management teams of our portfolio companies.

Over the past twelve years, we have constructively promoted value enhancement plans for small-cap companies in the consumer and financial services sectors that have driven sustainable earnings growth.

Active Owners and Proactive Partners

Over the past thirteen years, we have promoted value enhancement plans for small-cap companies that have driven sustainable earnings growth.
Consumer & Financial Services Focus
Ineffective Capital Allocation
Under-Covered and Under-Valued

Private Equity Approach

Our private equity approach helps to ensure transparency and a strong alignment of interests with our partners and our portfolio companies.
Creating a
true partnership
through alignment
Meet our experienced team.
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