We all know differentiated returns are the only kind worth paying for.
Epigram Capital focuses on the smallest 20% of companies in search of mispriced opportunity. Many of our investments are in mundane industries that fail to attract investor attention.
Deep knowledge of obscure securities is research-intensive, but we’ve found returns justify the effort.
Our goal is to deliver idiosyncratic returns that are less reliant upon a strong economy or rising stock market.