Philosophy
Investment Philosophy
We believe the foundation of successful investing lies in identifying companies poised to benefit from secular themes, product cycles or cyclical trends through fundamental, bottom-up research. By identifying these trends through fundamental, bottom-up research of companies, we believe we can generate consistently competitive absolute and risk-adjusted returns.
SECULAR THEMES
We seek to identify themes that we believe represent significant longer-term shifts in spending.
CYCLICAL TRENDS
We seek to identify strong end markets and select companies that can take advantage of cyclical tailwinds.
PRODUCT CYCLES
We seek to identify businesses that have what we believe to be unique competitive advantages, robust intellectual property and the ability to gain market share.
