Global Innovation Equities

We focus exclusively on high-quality global innovators demonstrating double-digit, medium-term secular revenue growth. Our strategy emphasizes a focused portfolio of 10 to 30 securities, capturing opportunities across geographies, sectors, and market capitalizations. This flexibility allows us to adapt to changing market conditions, balancing conviction with the agility to pursue promising opportunities. Our investments primarily target technology, communication services, consumer discretionary, industrial, and healthcare sectors, with a preference for mid- to large-cap companies.

Our emphasis on quality seeks to build a portfolio with average return on equity, return on capital employed, and operating margins that compare favorably to benchmark medians. In our experience, high-quality companies have historically shown greater resilience during market downturns, though past performance does not guarantee future results.

We use short selling tactically within a primarily net-long portfolio. Our short positions target companies where business fundamentals significantly underperform market expectations, driven by factors such as declining pricing power or market share. We select these positions based on clear catalysts and defined time horizons, though short selling involves significant risks, including potential for substantial losses.

This website does not constitute an offer to sell or a solicitation to buy securities. All investments involve risks, including the potential loss of principal.