Investment approach

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth over a full market cycle.
  • We adhere to an investment process and valuation discipline that benefits from a unique investment network of venture capital, private equity and firm relationships, plus our team’s breadth of coverage of startups through small-caps and beyond.
  • Our investment strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.
     

 

SFDR - Article 8

Share Class Three Months One Year Three Year Five Year Ten Year Since Inception

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