Managing concentrated portfolios of our highest conviction investment ideas – companies selected for long-term growth potential, enterprise quality, reasonable valuations, sustainability and the durability of business franchises.

Perspective and Experience

Our team brings exceptional talent and diverse backgrounds to the service of our clients as stewards of their investment capital.

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Our most concentrated strategy, the TCM Partners portfolio has compiled a solid record of returns since inception.

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Long the flagship strategy of our organization, the TCM Multi-Cap Growth portfolio seeks to invest in a select group of high-quality companies that can compound earnings and cash flow over the long term.

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The TCM Focused Fund delivers our signature style of concentrated growth equity investing in a mutual fund.

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