Discovery Innovation Equity Strategy

The strategy pursues long-term capital appreciation by investing in growth companies that are innovative on the “right side of change.”

Competitive advantages

Right side of change

Identifies companies on the “right side of change” using a non-formulaic approach to idea generation 

Fundamental edge

Develops bottom-up fundamental “edge” through all-cap “surround the company” research

Risk/return assessment

Assesses each holding for attractive risk and return to avoid excessive valuations

Portfolio construction

Constructs portfolios to balance risk across core holdings, developing situations, and valuation opportunities

Our team
Meet the investment team

The team seeks a style-pure dedication to growth, targeting consistency of returns and focusing on fundamental, bottom-up, all-cap research to identify businesses with sustainable growth.

Contact Us

We look forward to helping you with your investment needs