Asset Management · Institutional Relations
Talk with our institutional team
For institutions, consultants and financial advisors: we’d welcome the chance to walk you through our small-cap strategies, our investment process and how responsible investing informs our research. Send us a note and a member of our team will be in touch.
Our institutional relations team works with institutions, consultants and financial advisors on questions about our strategies, portfolio characteristics and performance, and our investment process.
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Our Strategies
Explore our small-cap strategies
Sustainable Value
Companies with enduring business models and responsible practices, purchased at valuations we consider attractive.
Explore Sustainable ValueSmall Cap
A diversified core portfolio focused on businesses with durable competitive positions, held with a long-term horizon.
Explore Small CapMicro Opportunities
An opportunistic strategy focused on underfollowed companies with limited analyst coverage.
Explore Micro Opportunities