The Hidden Specialists, And Why This Matters Now
We believe common definitions of specialists in public markets are missing critical components and are in need of an update.
Enduring Innovation and Product Impact
Why we believe enduring innovation matters and the connection to meeting customers and employees where they want to be and winning outcomes.
Investment Process Evolution
When we first started investing professionally, we never thought there could be so much room to evolve our investment process.
Sustainability
The definition of sustainability is, “Able to be maintained at a certain rate or level.” When we were first asked years ago if our portfolio companies were “sustainable,” we said, “Yes!” Then, we received feedback from clients and realized, “We’re gonna need a bigger boat!”
Employee and Talent Memo
Businesses are collections of people. How can we understand a business without a view on its key people, company culture, and the company’s overall ability to attract and retain industry talent?




