Strategy Highlights
Experienced Investment Team
The team leverages a long history of growth investing across all market capitalizations with the ability to combine fundamental research and price momentum to manage both opportunity and risk.
History of Innovation Investing
Seeks to invest in the stocks of innovative, transformative, market-leading companies, that are poised to disrupt their industries and take meaningful market share.
Differentiated Approach
A highly active and adaptive approach to capture the underestimation of transformative companies leveraging. We leverage a time-tested approach to using both operating and price momentum to capture upside and mitigate downside risk.
Portfolio Highlights
- Seeks to invest in the stocks of innovative, transformative, market-leading companies, that are poised to disrupt their industries (often through new technologies, simpler solutions, or superior quality) and take meaningful market share.
- Employs intensive fundamental analysis and scrutiny of company management to identify compelling secular growth opportunities, with technical analysis of macro and behavioral trends to identify optimal entry and exit points.
Vehicles Offered
Separate Account
Portfolio managed directly on behalf of an institutional client.
Mutual Fund
Pooled investment vehicle available to individual and institutional investors.
Variable Insurance Portfolio
Pooled investment vehicle available only to separate accounts of certain insurance companies.
The Investment Team
By The Numbers
Investment Professionals
39
Years Avg. Industry Experience
20
Years of industry experience as of 01/01/2025.
