Thinking Big About Small Companies


Monte Sol Capital Management LLC is a Delaware-incorporated investment advisor.

Monte Sol’s investment approach is research-driven and value-oriented. The firm invests primarily in North American small capitalization equities, and seeks securities with identifiable downside protection and the potential for significant long-term capital appreciation. It believes that the most reliable way to satisfy both of these criteria is to pay steeply discounted prices for the equities of high-quality companies with strong competitive positions, conservative capital structures, and talented, well-incentivized management teams.

Portfolios managed by Monte Sol are concentrated. The largest positions will typically represent at least 15% of the portfolio, and in most cases the smallest positions will represent no less than 5% of the portfolio.