Equity

Innovation Equity Strategy

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

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

Investment approach

Long-term performance starts with identifying companies on the “right side of change.”

Unlock the fundamental research “edge” that can drive long-term outperformance.

The investment process focuses on establishing a consistent fundamental research “edge” that systematically distinguishes between fundamental factors and the expectations of other investors.

Assess each holding for an attractive risk and return profile.

The individual position weighting is driven by research conviction and a favorable risk/reward skew relative to a valuation target.

Construct portfolios to achieve balance.

The team adheres to a portfolio construction process that balances “core growth” holdings, “developing situations,” and “valuation opportunities.”  This allows for diversification and a balanced risk/reward profile.

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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.

View Team