Michael Carter Johnson serves as the Founder and Manager of MCJ Capital Partners, a Denver-based investment management firm he established with a focus on small-cap value investing. Johnson has gained recognition in the investment community through appearances on multiple podcasts including 'Investing by the Books' and 'Planet MicroCap Podcast,' where he discusses dividend policies, incentives, serial acquirers, and his investment philosophy. He operates the fund through separately managed accounts (SMAs) for accredited investors and select institutions, maintaining a concentrated approach that emphasizes long-term compounding through disciplined security selection.

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MCJ Capital Partners focuses on a capacity constrained approach biased towards high quality, smaller businesses less accessible to larger capital bases. Their investment philosophy centers on the 'aggregation of marginal gains' rather than relying on singular hyper innovations, believing that marginal gains have more stability and durability over time spans. The firm seeks to identify high quality businesses, smaller in size with little institutional coverage, that offer the best long-term compounding opportunities. This approach generally creates low overlap with major indices and less correlated results to broader markets, with a median portfolio market cap of $172 million.

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