Firm Overview

  • Manager-owned boutique investment firm founded in 2007
  • Experienced investment team whose senior members average 29 years of industry experience
  • Investment philosophy and process driven by Hillcrest’s expertise in Behavioral Finance 
  • Investment strategies offered include Small Cap Value, Small Cap Core and Mid Cap equities
  • Total firm assets exceed $600 million as of December 31, 2018



Our offices are located in Plano, Texas and Boston, Massachusetts.