We are a research-driven fundamental equity investment firm that serves our global partners with a unique combination of enduring methods, dynamic change, and purposeful collaboration.
We seek to foster synergistic relationships among our investors, portfolio companies, and team. We perform comprehensive research on investment opportunities. We prioritize long-lasting and fruitful relationships with our clients so that we grow together.
STRATEGIES
• Long-Only
Targets long-term capital appreciation through multi-industry stock selection and concentration in high-conviction companies that can outperform global equities over a typical 1-5+ year holding period.
• Long/Short Equity
Pursues a combination of concentrated long positions, consistent with Long-Only, and a diversified portfolio of short ideas to achieve long-term capital appreciation.
• Growth Equity
Seeks to leverage our rigorous research and deep market knowledge to identify and take concentrated positions in private growth-stage (typically Series C-D) companies.
People
- Patrick Cronin, Managing Director
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