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At Capstone we provide our clients with investment strategies that provide long term value through our disciplined small cap value investment philosophy. 

  • We build diversified portfolios of high quality, profitable companies that are trading at a discount to their intrinsic value.
  • We are long term focused on both our portfolios and our business.
  • We have a disciplined investment process to improve our chance of success.
  • We have significant personal investment in our portfolios to align our interests with those of our clients.