INVESTMENT PHILOSOPHY

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The private and public markets are regularly inefficient at evaluating innovation, disruption, and material fundamental change – particularly with regard to structural / permanent / secular change.

 

These are the keys to identify, evaluate, and exploit winners / losers to generate consistent long-term alpha.

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Our "secret sauce" combines a solid base of multifaceted fundamental research, with our unique analysis of Investor Psychology and Behavioral Finance to create results that cannot be copied.