Investment Philosophy

We Believe

  • Earnings growth drives stock performance.
  • Small and Mid Cap markets are very inefficient and typically contain the fastest growing companies
  • We believe all market participants are burdened with behavioral biases (human nature) that influence their decision-making and can cause them to make bad decisions.
  • We strive to execute an investment process that is well-defined, represents sound investment principles, has both objective and subjective components, and is repeatable.
  • The sell decision is just as important as the buy decision
  • Our mandate is to stay fully invested and style pure.

Change Is the Most Powerful Force in Markets

At the heart of our investment philosophy is a simple truth: historically, Wall Street has consistently underestimated the magnitude and duration of change. Our investment strategy is built on identifying and capitalizing on structural or behavioral market inefficiencies created by this underestimation—focusing on structural shifts and behavioral dynamics that others often overlook.

Over 50% of earnings reports fall outside the analyst high/low range

This stat demonstrates consistent underestimation of change.

We Use Change to Uncover Opportunities

Change Creates
Opportunity

 

bud, plant, tree

Traditional valuation models often miss transformative shifts, leading to mispriced stocks when innovation or structural evolution takes hold.

Targeting Change-Driven Stocks

We focus on Catalyst, Core, and Hybrid stocks—each representing different dimensions of change, from rapid disruption to long-term durability.

Disciplined Process to Capture Change

Our team sets fundamental targets based on key change drivers, enabling disciplined buy and sell decisions untethered from short-term noise.

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