INVESTMENTS
Fundamental. Always. We lead diligence and assess the future of companies across 10-15 dimensions starting with robust fundamental, quantitative and qualitative screenings developed from deep dive research assessing sales & marketing, operations, industry, market, competitive, product, customer and other dynamics. Steeped in VC, PE, and public equity investing we seek to find the best firms available. We focus on best in class, high potential companies as well as those with deep value.
Creativity and Excellence. We help identify businesses.
Focus
Deep dive research that uncovers the future value of unique opportunities. We use fundamental research based on a background in deep value, GARP, and aggressive growth across microcap, SMID, and large cap equities as well as VC and PE.
Industries
Technology, Healthcare, Consumer, Industrials, Hard Assets
Developed proprietary investment frameworks in technology, healthcare, energy, consumer and industrials. Created investment processes in venture capital, private equity, SMID equities, large cap core equities.
3,000+ | 75+ | 30+ | 7
Firms evaluated to invest | Industries | Countries | Proprietary Frameworks