About Us

Our Company

  • Headquarters in Dallas, TX

  • Employee Owned

  • 20+ Year Track Record

  • Team Based Approach

  • Small and Micro Cap Focus

  • Long Term Approach: 3+ Year Average Holding Period

Who We Are

We are a specialized investment firm focused exclusively on small and micro cap investing. Our team of experienced professionals has a deep understanding of the unique characteristics and challenges of these companies, and we use our expertise to identify the most promising investment opportunities for our clients.

We believe that small and micro cap stocks offer some of the most compelling investment opportunities in the market today. By investing in high-quality companies with strong growth potential, we aim to generate superior returns for our clients over the long run.

Team BG

We're a Team Trained to Help You Successfully Invest

Giving Back to the Community

Our Community Efforts

See our Strategies

We focus on high quality small- and micro-cap growth companies. Our disciplined and repeatable investment process generates high conviction portfolios that have outperformed their respective benchmark over time.

See how we integrate ESG into our research process

We formally integrate analysis of ESG factors into our investment process. We believe that companies who consider material ESG risk and opportunities in their businesses are equipped to create shareholder value with less risk over time. Our approach is non-concessionary, meaning we will not sacrifice performance in favor of any ESG factor.

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