We seek to deliver to our clients a unique, uncorrelated return stream driven by our idiosyncratic fundamental/event-based, bottom-up industry analysis. Low or negative correlation with equity markets and fund indices allow investors to improve returns and reduce the volatility of their portfolios, thereby maximizing the bottom line Sharpe ratio.
We specialize in finding & exploiting inefficiencies and disruptions in growth or/and regulatory policy-driven companies (mainly small/mid caps in technology, media, industrial, transportation, energy/utility and climate change-related industries) with extraordinary risk/reward characteristics. We recommend a blend of long-term core positions, medium-term product or industry cycle investments, and short-term, opportunistic investments.
Our team’s deep technology industry operating experience and our vantage point in Silicon Valley provides unique insight and access into the global supply chain of new products and disruptive technologies. Our diverse cultural background and language skills allow us to read across global value chains to China and other emerging markets, important elements to understand today’s global economy.