Our Approach

Investment strategy is to invest in quality small and medium sized growth companies that average approximately $800 million in revenues. We emphasize management ability and strong fundamentals in our selection process and the growth, profitability and financial strength of our investments are high. Flexibility is emphasized and we adjust our equity commitments to capitalize on market volatility. Equity emphasis favors companies that possess accelerating earnings momentum and appear undervalued relative to our universe list.

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Why Choose Us

We are dedicated to providing superior service for a limited number of corporate and individual clients. All accounts are individually managed and tailored to the needs and objectives of our clients. We are small and flexible - a major advantage today.

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