How We are Different from Traditional Growth Managers
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We employ a unique Innovation + Evolution-focused philosophy and strategy we call Evolutionary Investing
- Singular focus on leading innovators and investable innovations, benefiting from secular trends and evolutionary shifts
- Thought leadership on innovation, trends, and evolution of technologies and industries
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We build concentrated, high-active-share growth portfolios
- Conviction-weighted portfolios of our best ideas
- Long-term investment horizon with low portfolio turnover
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We combine traditional bottom-up research with meso-level analysis
- Fundamental, bottom-up, in-depth research, plus...
- Meso-down analysis focused on industry and ecosystem-level dynamics
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We focus on sustainable, high-quality growth companies with a long-term approach
- Disciplined and consistent set of criteria for evaluating investments
- Process implemented by experienced team of investment professionals