We invest in leading innovative companies.
We have a concentrated approach.
We look for our investments to double, triple or more.
We do not use leverage.
We are long term investors.
We are benchmark agnostic and only invest in US listed stocks. The businesses we mostly invest are best-in-class innovation leaders, have scalable business models, are resilient to economic weakness, exhibit the potential to generate cash flows well in excess of their capital spending needs, often have under-discovered opportunities, and temporarily out-of-favor.