“We listen to the story, and to what management is saying. We do our due diligence and build a thesis.”

Home ▶ Process
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Our investment selection process begins with a series of questions. What do all of us use and work with every day? What do young people use, and do differently? What are businesses investing in, to thrive and stay competitive?

Do we have stringent criteria, a repeatable process and forecasting models that guide our investment decisions? Yes, absolutely. Can you count on us to tell you the truth even when it’s hard? Yes.

A lot of firms fear risk.  It’s different here. We embrace risk. Calculated risk.  Born of research, rigorous analysis, due diligence, and experience. Our approach is more than a successful philosophy. It’s a radically different investment strategy, proven for over thirty years.

It’s volatile, and exciting. Why do it? For the flat-out joy and opportunity to build client wealth. To see where the world is headed.