In the News

Morningstar: Small Caps Coming Back

“You can get some really high investment returns on capital in asset-light businesses” David Barr, CEO and Portfolio Manager spoke with Diana Cawfield from Morningstar about small cap opportunities, risk & conviction in the search […]

Value Investor Insight: Into The Fray

David and Felix talked at length with Value Investor Insight. This feature length piece discusses their approach to current markets and what they term “battleground stocks”. They outline their theses on Zillow, Liberty Latin America, […]