No one knows Smaller Companies like we do

We get to know Smaller Companies on a personal level

We are an independent investment boutique focused exclusively on quoted Small & MidCap equities. We view our clients as our partners and seek to grow their investments sustainably over the long-term.

Who we are
Charles Montanaro, Founder

We are Quality Growth investors.

We take a common-sense approach to investing, identifying the highest quality Smaller Companies with the best management teams that we can own for the long-term.

Charles Montanaro, Founder

We are true Small & MidCap specialists. We have one of the largest research teams dedicated to this asset class, providing the time and resource to unearth the hidden gems hiding within our investment universe.

Investments

Our latest insights View all

When passives rule(d) the world

All·October 2, 2025

Discussions about passive equity exposure dominate many Investment Committee meetings. This note attempts to understand some of the…

Better World Fund

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