Specialists in Innovation Investing with Differentiated Investment Philosophy
- Exclusive focus on leading innovators with durable competitive advantages
- Our team systematically identifies innovators, secular trends, and evolutionary shifts
- Deep domain expertise in key areas of innovation
Unique Innovation-Focused, Concentrated-Growth Strategy
- Conviction-weighted, concentrated portfolio of our best ideas
- Long-term investment horizon, low portfolio turnover, high active share in innovators
- Position clients to benefit from multi-year secular trends and evolutionary shifts
Risk-Managed Approach Focused on Quality Innovators
- Selective approach focused on investable innovations while avoiding hype
- Disciplined set of investment criteria focused on owning quality innovators
- Risk management integrated throughout the investment process
The Boutique Advantage with Institutional-Class Infrastructure
- Founded by investors, not asset gatherers, allowing for true alignment with clients
- Thoughtful capacity constraints enable owning our best ideas in size within portfolios
- A tight-knit cohesive team with nimble execution on investable insights
