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.

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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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

We look forward to helping you with your investment needs

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