Rail-Splitter Capital Advisers, LLC (“Rail-Splitter”) manages a concentrated, long only equity strategy for high net worth and institutional investors focused on the micro-cap segment of the market. We are led by seasoned portfolio managers with deep sector expertise and long track records finding undiscovered investment gems. Our strategy centers on a high-conviction portfolio of 25–35 holdings, allowing us to focus on the most compelling ideas in a very inefficient market. With over 1,500 micro-cap companies to choose from, we tap into a vast, overlooked universe often ignored by larger investors. Our selective approach is rooted in decades of experience identifying high-quality businesses with durable competitive advantages, underappreciated growth potential, and strong management teams aligned with shareholders. We seek to invest when valuations are attractive, born from market misconceptions, targeting near-term upside that exceeds broader market expectations. We believe our disciplined, research-driven approach, positions us to deliver superior returns for investors.
