INDEPENDENT INVESTMENT MANAGEMENT
Big ideas
in small-cap
investing.
Forterra is a boutique with a focus on investing in smaller companies. We work directly with high-net-worth and family office clients to build wealth over the long term.
OUR APPROACH
We are different by design.
We do deep fundamental research on companies that are often too small for larger firms to bother with, which leaves them under-covered and often misunderstood. That is exactly where we look.
Being a boutique gives us the freedom to look where bigger firms can't, and the discipline to be selective about what we own. We invest with a long-term mindset, and our edge comes from knowing these overlooked companies better than the market does.
GET IN TOUCH
Let’s Talk.
If your situation calls for a small-cap specialist, or a steadier hand on your whole wealth picture, I would be glad to hear from you.