Agave Capital

Finding Ithaca in Canadian small caps

Thesis

The agave grows in silence for decades, its roots deepening where others see only barren ground. Then — once — it flowers with extraordinary force.

We find conviction in overlooked corners of the Canadian market. Small companies, deep work, long time horizons. No noise, no spectacle.

Concentration
Few positions, deep understanding
Conviction
Few bets, deep belief
Asymmetry
Structured for convex outcomes
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Portfolio analytics and real-time positioning. Access requires verification.

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