Our Difference
In public markets, the world wants us to believe we aren’t different as investors unless we have a feature that seems novel or a complicated structure; but in our experience, being different requires several compounding advantages that come together just right.
Our difference cuts across expertise, structure, process, and decision-making:
Unconstrained Approach
We believe a global unconstrained approach is required to capitalize on the inefficiencies that we see in public markets from time-to-time
Compounded Expertise
We are specialists of a different type who evolve a lived, global knowledge base of 200+ enduring innovators that we know well
Decision-making
Our heuristics-based judgment comes from years of studying next Fortune 100s, and our systematic conviction is supported by a heavy process
Investment process
Every investment passes through multiple “stops” on the route to inclusion with a focus on unitizing risk-reward across our opportunity set
Firm structure
Choices including firm decision-making structure, size, and growth strategies can affect performance
Client alignment
The expectations and goals of the client base can influence investment decisions and behaviors