Pursuing performance and operational excellence.

Our investment process

We seek investment opportunities with compelling risk-adjusted return potential through our long-term fundamental research, strong relationships and broad capital markets expertise.

Close and intentional collaboration across our investment team allows us to make informed investment decisions and deploy capital with agility.

Stock market ticker display on the side of a building with people walking by on a busy sidewalk.

Public equity

Our team covers approximately 1,000 publicly traded businesses around the world to identify attractive long and short investments and concentrate capital in ideas with the highest profit potential.

Industry specialists drive our investment selection process, allowing us to incorporate sector and company developments in real-time.

A laboratory experiment with liquid being dropped into test tubes

Private equity

We identify disruptive industry themes and businesses with exceptional management teams. Our vast industry network, reputation as a constructive capital partner, and targeted outreach allow us to source prospective private investments.

We empower business owners and management teams and contribute our industry knowledge and capital markets expertise to help them make strategic decisions.

Sun shining down at the intersection of two glass buildings

Credit

We employ a flexible and opportunistic approach to investing across public and private markets. We strive to be a responsive and creative solution provider for management teams and business owners seeking alternatives to traditional equity financing. For our investors, we seek to generate strong risk-adjusted returns by focusing on investments that combine downside protection and attractive return potential.

We work in close collaboration with our public and private equity teams and may invest alongside them.

Our investment principles

DECENTRALIZED STOCK SELECTION
Our multi-portfolio manager structure is designed to distribute broadly the responsibility for identifying and selecting investments to members of our investment team who have subject matter expertise.

LONG AND SHORT INVESTMENTS
We invest in long and short single-name positions because we believe they enhance our analysis and performance and lessen market impact.

CENTRALIZED RISK MANAGEMENT
We centralize risk management to avoid the pitfalls of a committee approach and focus on aggregate portfolio level risk.

CROSS-TEAM COLLABORATION
Close collaboration within our investment team allows us to assess investment opportunities comprehensively and deploy capital quickly.

FUNDAMENTAL RESEARCH
We perform research-intensive fundamental analysis on companies and industries with a particular emphasis on the strength of company management to develop conviction in our ideas. We conduct over 2,500 meetings with management teams each year.

LARGE SCALE OPPORTUNITIES
We identify public opportunities globally from companies with more than $2 billion in market capitalization. Our private investment efforts focus on businesses to which more than $100 million can be deployed.

SECTOR SPECIALIZATION
Our analysts dive deep into specific industries, enabling them to respond nimbly to sector and company developments.

CAPITAL CONCENTRATION
We concentrate capital on our best ideas.

Strong collaboration between investment and operations teams

Our investment team conducts in-depth company research to deploy capital with speed and conviction. Research specialists support our investment process with proprietary data analysis as well as environmental, social and governance (ESG) and regulatory diligence.

The operations team plays a critical role in helping our investment professionals act quickly. Through our robust operational infrastructure, we apply deep expertise in risk management, trade execution, compliance, cybersecurity, accounting, technology, talent and relationship management.

Together, we bring our diverse strengths and individual accountability to create stronger outcomes for
our investors.

A forest of evergreen trees, shrouded by a low-hanging fog

ESG integration

We believe companies that are well governed, socially responsible and environmentally conscious are more likely to succeed over time.

By incorporating environmental, social and governance (ESG) factors into our investment framework and firm operations, we can reduce risk, identify opportunities and promote better investment and business outcomes.

RESEARCH

We conduct company-specific and thematic research to capture and consider material ESG topics in our investment process.

ENGAGEMENT

We engage public and private companies on ESG issues, share best practices and make recommendations.

GOVERNANCE

We strive to be an informed shareholder and exercise our responsibilities in a manner that serves the best interests of our investors.

A disciplined approach to risk management

We believe that effective compliance practices and strong processes are key to protecting the interests of our investors and partners.

Become a Viking. Make an impact

Are you ready to help us identify the best ideas? Take the next step in your career and discover how you can add value to our investment team.

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