Songbird. High Conviction. Active Investing.
In a world of passive investing, we are independent, active investors in the underfollowed small/mid-cap markets. We manage a focused portfolio of no more than 30 U.S. stocks of high quality companies and management teams. As small/mid-cap specialists, we search for unknown, misunderstood or transforming businesses that are poised to become the next Apple, Starbucks, or Wal-Mart.