We utilize fundamental research to identify and invest in what we believe to be high-quality companies with exposure to secular trends. Our goal is that when these companies are held over multiple years, we can generate excess returns versus a universe of 2,000+ mid- and large-cap constituents.

Strategic Value Proposition

We designed a systematic, objective, and disciplined process which aims to identify companies participating in trends and innovations that underlie secular growth opportunities. It is a concentrated, long-biased strategy with a beta approximately equal to the benchmark.

Experience has taught us that stock prices tend to follow fundamentals over longer periods. Our approach is to formulate a multi-year view of companies and invest in those that offer potential to generate excess returns. We believe this perspective can outperform those attempting to predict stock movements over short time periods.


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