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ABOUT
US

The Greenleaf investment strategy employs a rigorous, research-driven approach to identify small- and micro-cap companies (with market caps under $1 billion) that appear to be misunderstood, out of favor, and trading at significant discounts to intrinsic value. Through the strategy, we seek significant capital appreciation over time and are willing to accept short-term price volatility and benchmark dispersion in our investment holdings and portfolio. The implementation of the strategy is expected to favor special situations and deep value opportunities.

Our Approach

Leveraging Market Inefficiencies

Our belief is that as more capital flows toward larger capitalization passive index funds and ETFs, the mispricing of small- and micro-cap securities will become more extreme and persist for longer periods. This will expand the opportunity set for the Greenleaf investment strategy.

Disciplined Investment Process

We seek companies with thoughtful and high-integrity management teams that focus on creating value for shareholders. Other important attributes include: 1) strong or improving balance sheets, 2) the potential for consistent free cash flow generation, and 3) identifiable catalysts that we believe will unlock value.

Engaged Shareholders

As shareholders, we redouble our efforts to assess the merits of our original investment decisions and engage frequently with the companies to which we have allocated capital.

Strong Infrastructure

Our association with a multi-billion-dollar RIA provides strong infrastructure and operational support that is typically unavailable to investment strategies that seek to limit total invested assets.

Our Team

The principals deploying Greenleaf’s investment strategy have more than 20 years of investment experience and possess strong academic credentials. In addition, the principals have invested significant personal capital in the strategy alongside fellow investors.