Duration - Concentration - Deep Research -
High-conviction investments in
underfollowed or underappreciated
smid-cap companies that compound over years
PROVEN STRATEGY
ALIGNED PARTNERSHIP
PROVEN STRATEGY
Portfolio Manager, Bijel Doshi, and Special Advisor and small-cap investing legend Chuck Royce, leverage over 70 years of collective expertise to invest in underappreciated, high-quality small and mid-cap companies.
CORE PRINCIPLES
ALIGNED PARTNERSHIP
PROVEN STRATEGY
Duration, Concentration, and Deep Research: We maintain a high-conviction portfolio of 10–15 underfollowed companies where our "scrappy" research uncovers mispriced insights missed by the market. Over a 3–5+ year horizon, we look through short-term noise to capture value as the market recognizes and rerates these businesses.
ALIGNED PARTNERSHIP
ALIGNED PARTNERSHIP
ALIGNED PARTNERSHIP
100% of the Portfolio Manager’s investable capital is committed to the strategy alongside our partners, and the fee structure is aligned with performance and alpha-generation.