Our U.S. Growth Equity team
We are conservative growth investors focused on achieving long-term capital appreciation, resulting in portfolios characterized by below-average turnover. Operating as generalists, we believe it is essential for the entire team to be well-versed in all portfolio holdings and short-listed companies.
This comprehensive understanding fosters informed discussions on critical topics, such as position sizing and industry allocations. Analyzing multiple aspects of a company's financial statements distinguishes high-quality earnings from unsustainable ones, and prioritizes consistency- most importantly, avoiding surprises.