We believe that our Small-Cap Growth Equity strategy can produce excess risk-adjusted returns through a concentrated portfolio of diversified companies with above-average earnings growth purchased at attractive valuations.

Investment approach

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe have the potential to achieve 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 strategy is based on a unique firm culture and philosophy, which underpin a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Vehicle: Separately Managed Account, Mutual Fund, UCITS

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