Equity

Discovery Growth Equity Team

The team believes that innovative companies with superior fundamentals are frequently mispriced in equity markets. Through intensive fundamental research, this mispricing is the key inefficiency that the team seeks to exploit. 

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Competitive advantages

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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

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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

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We look forward to helping you with your investment needs