big ideas in small-cap investing
We look for companies that are misunderstood or underappreciated that have the potential for long-term wealth creation.
investment strategy
We do our own research
We build concentrated portfolios
We invest with a 3 to 5 year timeframe
Our focus is on smaller companies
We invest where we can have an edge
our investment process
We look for quality business models
These are companies with a competitive moat that is sustainable or growing through time.
We look for strong management teams
We are looking for evidence of strong execution on strategy, disciplined capital allocation and long-term thinking.
Forterra
Fortis (Latin) - strength (Fortitude | Forefront | Forte)
Terra (Latin) - earth (Grounded | Rooted | Principled)
Forterra Investment Management is an independent boutique investment manager with a focus on investing in wealth-creating smaller companies.
We work directly with our high-net-worth and family office clients to build customized portfolios to help them build wealth over the long term
Contact Us
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robert.gignac@forterrainvest.com