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 $655 million as of September 30, 2020

Our office is located in Plano, Texas.