The fund is managed by John Timothy Delaney and David H. Polansky, who bring over thirty years of combined investment industry experience. Both principals previously held leadership roles at Lowell, Blake & Associates, where they were responsible for investment sourcing, due diligence, and portfolio construction. They launched Immersion Investments after finding considerable success in identifying small-cap growth opportunities at their previous firm. Each manager holds more than 50% but less than 75% ownership in Immersion Investments LLC, demonstrating significant personal investment in the firm's success. Their combined expertise spans fundamental analysis, portfolio construction, and small-cap equity investing, with a proven track record of identifying undervalued growth companies in the micro and small-cap space.

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Immersion Investment Partners focuses on identifying publicly-traded companies with long-term growth potential, primarily in smaller capitalization companies where large institutional investors cannot participate. The fund employs a proprietary investment classification system called 'Ideal Immersion Setup (IIS)' and evaluates investments based on four key criteria: management quality, business quality, financial strength, and valuation. The firm distinguishes between risk (permanent loss of capital) and volatility (price fluctuations), maintaining that their evaluation of risk is company-specific rather than market-timing based. They seek opportunities where long-term growth potential meets temporary value dislocation to generate significant returns through concentrated, conviction-based investing.

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