Invest in the leaders of innovation.
Understanding macro innovation trends serves as the baseline for discerning which industries are most susceptible to disruptive innovation leading to compelling economics for companies at the forefront of innovative thinking.
Top Down
Bottom Up
The portfolio’s primary focus is innovative companies with exceptional management teams. The investment managers utilize fundamental analysis and build models to evaluate the long-term risk/reward.
Opportunistic
The investment managers look for attractive entry points for investments in highly coveted companies and will opportunistically invest in high-quality out-of-favor names that are being undervalued by the market.
Patient
Investments are made with a focus on the fundamental value of the company and their long-term opportunity. Market prices fluctuate frequently and it may take time for the ultimate value of the companies we invest in to be reflected in the price of the stock.