A portfolio of strongly vetted, high-conviction names that we believe to be well positioned for steady growth regardless of the market context.
To build and manage this fund, we take the time to identify larger trends and movements at the market and industry level that hold ongoing promise for investment. We call these areas of potential within the broader market context "themes."Learn more about our thematic approach
Similarly, we look for areas of potential within companies. We refer to this potential as "durability" — structural and other advantages that tell us a company has strong potential to grow over the longer term.
Where most growth managers are singularly focused on high and recurring revenues, we look for companies with the tailwind of a broader theme behind them that will protect their growth over the longer term. The companies we own offer high, durable growth that doesn’t need economic acceleration to succeed.
These key companies show how durability flows from a combination of structural advantages and broader industry and market themes.