Our Approach
At Zevenbergen Capital Investments (ZCI), we are committed to building client wealth through our disciplined approach to growth equity investing. Founded in 1987 by Nancy Zevenbergen, CFA, our firm remains privately owned and headquartered in Washington state. We specialize in discovering, researching, and investing in companies that exhibit significant revenue and earnings growth potential.
Investment Philosophy
Our investment philosophy is rooted in the belief that revenue, earnings, and cash flow growth are the ultimate determinants of shareholder value. We seek to invest in companies with durable business models operating in large, expanding markets. Our focus is on:
Investment Philosophy
Our investment philosophy is rooted in the belief that revenue, earnings, and cash flow growth are the ultimate determinants of shareholder value. We seek to invest in companies with durable business models operating in large, expanding markets. Our focus is on:
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High Growth Potential
We invest in companies demonstrating or capable of achieving high revenue, earnings, and cash flow growth.
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Strong Management Teams
We look for founders and management teams with visions to drive innovation and create long-term shareholder value.
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Long-Term Orientation
We prioritize long-term business performance over short-term stock price fluctuations.
Investment Process
Our investment process is a comprehensive approach designed to identify and invest in high-growth opportunities
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Idea Generation
We leverage both traditional and unconventional resources to source investment ideas. This includes evaluating Wall Street research, attending conferences, product testing, and monitoring venture capital activities. Our analysts focus on companies that can sustain or achieve double-digit annual sales growth.
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Research
Our research process involves a thorough analysis of both financial and non-financial growth drivers. We perform extensive due diligence to understand the key drivers of a company’s revenue growth, management quality, and market positioning. This process typically narrows down thousands of potential stocks to about 100 research candidates.
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Portfolio Construction
Our portfolios are concentrated, typically holding between 30-50 positions. We aim for high active share, indicating that a significant portion of our investments are distinct from those in the benchmark index, and significant exposure to emerging and high-growth companies. Portfolio weights are determined by our confidence in the business model, management’s ability to execute their strategic vision, and the stock’s upside potential.
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