About Us

We utilize a disciplined process to invest in a concentrated portfolio of what
we believe are undervalued, high-quality public companies.

Since  1998, we have managed the capital of our founder, along with the capital of a select group of outside investors. We use a disciplined, research-driven approach and concentrate our investments in a limited number of what we believe are undervalued public companies. We follow our investments closely, from the perspective of a business owner focused on long-term success. Our insights into the companies in which we invest enable us to see value and opportunities that may not always be obvious. When appropriate, we engage respectfully and collaboratively with management to provide strategic counsel that can enhance shareholder value. We are passionate about our investment approach and work closely and transparently with our partners.