US Investor Path — Available exclusively to U.S. Institutional Investors and select Qualified Private Individuals & Families
Investing With CRIMSON — U.S. Investors
The CRIMSON Capital Growth Fund LP is a concentrated, research-intensive U.S. small cap equity strategy managed by an experienced team with over 30 years of focused expertise in this market. CRIMSON manages U.S. small cap investments on behalf of U.S. institutions and select private individuals and families who are seeking a disciplined, independent specialist with a compelling long-term track record.
35.6%¹
FY 2025 Return
20-30
Highest Conviction Holdings
35%¹
Portfolio Margin of Safety
AVAILABLE TO QUALIFIED SOPHISTICATED U.S. INVESTORS
CRIMSON (US Small Cap) Capital Growth Fund LP
A concentrated portfolio of 20 to 30 high-quality U.S. small cap companies selected through CRIMSON’s rigorous proprietary research process. Each position is held at a meaningful margin of safety — typically 30% or greater discount to intrinsic value — targeting a 2x return within five years.
U.S. Small Cap Equity
20-30 Holdings
30%+ Margin of Safety
Inception Sept 2018
Analytical Edge
30 years of proprietary research in U.S. small cap. Relationships and access that cannot be replicated by generalist managers.
Structural Edge
Independent. Investor-led. One fund. Nimble enough to take meaningful positions that large funds cannot.
Behavioural Edge
Disciplined. Contrarian. Long-term. Seven cycles navigated — Asian crisis, tech bubble, GFC, COVID and beyond.
1 as at December 31, 2025.
