AN ASSET MANAGEMENT FIRM GUIDING INDIVIDUALS, FAMILIES, AND BUSINESSES THROUGH EVER-CHANGING MARKET ENVIRONMENTS SINCE 2002.
Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience with the aim of helping our clients preserve and grow wealth, in order to achieve their goals. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.
Our Services
Wealth Management
A comprehensive approach to wealth management, defining client objectives to
create a tailored investment solution.
Financial Planning
A collaborative and continuous process,
helping individuals and families achieve
their short- and long-term financial goals
through intelligent planning.
Institutional Equity Research
In-depth industry and company-specific
research in five sectors: Building Materials; Engineering & Construction; Telecom
Equipment; Global Logistics; Supply Chain
Non Asset/Cargo Asset Based.
Latest News
The Investor Insight - July 2025
Over the past several years—and again in 2025—small and micro-cap stocks have notably underperformed their large-cap counterparts. While large-cap growth, particularly in tech and AI, has dominated investor attention, a compelling case seems to be quietly building in the overlooked corners of the market.
The Performance Gap
Year-to-date through June 2025, the S&P 500 is up, driven by continued strength in mega-cap tech. Meanwhile, the Russell 2000 (small cap) and micro caps remain largely in negative territory. But this isn’t just a 2025 story—it’s been a multiyear story. This persistent underperformance has widened the valuation gap to historic extremes.
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