Small/Micro Capitalization Strategy

  • GIPS compliant firm

  • Consistent core team; 19 year track record

  • Emphasize small and microcap cap equities

  • Focus on inefficient, mispriced equities

Mike Wallace, CFA and Denny Senneseth, CFA laid the foundational elements of our investment process and have co-managed our Small Cap GIPS examined composite since inception in 2000.  Tim Madey joined the team 2013, contributing his unique insights of over 25 years’ experience investing in Small Cap equities.  Combined, the team has nearly 100 years of real-time experience.

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