What we do
We seek to invest in high-conviction long and short ideas across sectors and geographies. We apply our research-intensive, fundamental analysis to select compelling investments in pursuit of attractive risk-adjusted returns. Our investment professionals are specialized by industry and use their deep sector and company-specific knowledge to:
- Assess the strength of management teams
- Evaluate long-term industry dynamics and business models
- Understand short- and medium-term company and industry trends
- Determine company valuations
$29B+
CAPITAL
20+
YEARS OF PUBLIC MARKET EXPERIENCE
30+
ANALYSTS AND PORTFOLIO MANAGERS
As of December 31, 2023.
What we believe
Our investment process is teachable and replicable.
Investment returns are an innate by-product of developing great investment talent.
Talented investors will have opportunities to take on greater responsibility.
Our investment process has been designed with one goal in mind – to achieve maximum capital appreciation commensurate with reasonable risk.
Our team
We distribute responsibility for identifying and selecting investments broadly within the team while centralizing compliance and risk management. Our organization is built upon a culture of accountability, mentorship, and collaboration.
Analysts
Analysts are specialized by industry and identify and research investment ideas. Successful analysts have an opportunity to become portfolio managers.
Chief Investment Officer (CIO)
The CIO leads and mentors the portfolio managers and is responsible for scaling up their best ideas and managing overall exposures.
Research specialists
The investment team is supported by research specialists who:
- Identify and evaluate environmental, social and governance (ESG) topics
- Monitor regulatory developments
- Investigate industries and management teams
- Source and present data in a digestible format
Portfolio managers
Portfolio managers select investments for their portfolios from the investment ideas that they or their analysts generate. They are responsible for leading, developing, and mentoring their teams.
Chief Investment Officer (CIO)
The CIO leads and mentors the portfolio managers and is responsible for scaling up their best ideas and managing overall exposures.
Portfolio managers
Portfolio managers select investments for their portfolios from the investment ideas that they or their analysts generate. They are responsible for leading, developing and mentoring their teams.
Analysts
Analysts are specialized by industry and identify and research investment ideas. Successful analysts have an opportunity to become portfolio managers.
Research specialists
The investment team is supported by research specialists who:
- Identify and evaluate environmental, social, and governance (ESG) topics
- Monitor regulatory developments
- Investigate industries and management teams
- Source and present data in a digestible format
