Equity

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

Checkmark

Right side of change

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

Low Volatility

Fundamental edge

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

Warning

Risk/return assessment

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

Scale

Portfolio construction

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

Our team
Meet the investment team

The team’s philosophy is to provide clients the power of long-term compounding through investing in businesses on the right side of change.  

Contact Us

We look forward to helping you with your investment needs