By utilizing a differentiated, bottom-up approach that emphasizes careful security selection along the innovation "S-Curve", we believe we can generate excess returns over a full market cycle through an active extension strategy of European companies.

Strategic Value Proposition

The Innovation curve has several phases beginning with product or strategy origination, early stage development, early adoption, acceleration/growth, maturity, through stabilization/decline.

Our strategy focuses on identifying companies in various stages of the "Innovation S-curve" that we believe have the potential to create outsized returns through their technology and innovation. As a secondary source of potential excess returns generation, we also seek to identify and create synthetic underweight positions (shorts) in companies that have matured and are likely to decline. We rely on the principles of behavioral finance in our research to identify companies that have re-rating potential, competitive advantage, or demonstrate an under-appreciated growth potential.  


Please select your region:

United States

United Kingdom
European Union

Rest of the World

By continuing to access this website, you agree to the following:

I Agree I Disagree