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 rate 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, which gives us a potential informational advantage. 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. Fund profile Questions? Please send us an email at [email protected].