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

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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.

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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

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Contact Us

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robert.gignac@forterrainvest.com