Idea Generation
Proprietary sourcing of asymmetric opportunities
Strategic Capital Appreciation
Purposeful Portfolio Growth Strategies
Concentrated investment strategies designed for capital appreciation across market cycles
Concentrated
Positions
Active
Stewardship
Global
Opportunities
24 Hour
Response
The Growth Capital Mindset
Moving beyond diversification to strategic capital allocation
Deep Research
Primary due diligence on each opportunity
Risk Assessment
Structured analysis of downside scenarios
Execution
Precision deployment at optimal entry points
Growth Without the Guesswork of Volatility
Unlike traditional growth portfolios, our strategies are largely immune to public market volatility.
We focus on private, negotiated opportunities, where price is set by value, not by noise. Many positions are non-listed or transacted OTC, enabling us to capitalize on structural dislocations with limited mark-to-market exposure.
This approach allows us to prioritize risk-adjusted returns over short-term beta fluctuations, and to deploy capital where pricing inefficiencies persist.
Growth investing isn't about chasing momentum, it's about identifying structural advantages before they're fully appreciated by the market.
Our approach combines fundamental analysis with behavioral insights to uncover mispriced growth opportunities. We look for companies and assets demonstrating:
- Sustainable competitive advantages
- Scalable business models
- Management teams with skin in the game
- Favorable industry tailwinds
- Attractive valuation relative to growth potential
Unlike traditional growth strategies that rely on broad sector exposure, we take concentrated positions in our highest conviction ideas, typically holding 8-15 core positions at any given time.
Concentration builds wealth. Diversification preserves it. We focus on the former while managing the latter.
Our Growth Strategy Framework
Three pillars of disciplined capital appreciation
Compounding Growth
Identifying businesses with durable competitive advantages and reinvestment opportunities
- Focus on high ROIC businesses
- Management quality assessment
- Long-term secular trends
Special Situations
Capitalizing on temporary dislocations and complex opportunities
- Spin-offs and corporate actions
- Market overreactions
- Regulatory changes
Global Opportunities
Accessing growth where it's occurring, regardless of geography
- Emerging market champions
- Cross-border arbitrage
- Currency dislocations
Our Investment Strategies
We employ specific strategy types tailored to market conditions and opportunity sets. For detailed information on our current approaches, please browse our Investment Strategies menu.
Growth vs. Traditional Allocation
How our concentrated approach differs from conventional models
Traditional Growth Investing
- Broad sector exposure
- Passive index components
- High turnover strategies
- Reliance on momentum
- Limited downside protection
- Thematic ETFs and funds
Our Concentrated Growth
- High conviction positions
- Fundamental-driven selection
- Long-term ownership
- Asymmetric risk/reward
- Structured downside protection
- Direct company access
Myth: Growth Means Volatility
"Diversification is protection against ignorance. It makes very little sense for those who know what they're doing."
— Warren Buffett
The Growth Investment Cycle
Our disciplined process for identifying and managing growth opportunities
Sourcing
Proprietary deal flow from global networks
Analysis
300+ point due diligence checklist
Structuring
Optimal entry points and terms
Monitoring
Active position management
Growth investing isn't about following the crowd.
It's about seeing what others miss.
Why the Masters Prefer Concentration Over Diversification
Hear directly from Buffett and Munger on why concentration beats diversification
Charlie Munger on Diversification
"The idea of excessive diversification is madness... We believe in the concentrated portfolio approach."
Warren Buffett on Diversification
"Diversification is protection against ignorance. It makes little sense for those who know what they're doing."
Ready for Purposeful Growth?
Discover how our concentrated growth strategies can work for your portfolio.
Discuss Growth Strategies