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.

Questions?

Please send us an email at [email protected].

Portfolio Managers