Strategy
Investment Approach
- Managed as a “best ideas” portfolio, primarily investing in sectors such as communication services and technology sectors.
- Emphasis on understanding the big picture and monitoring long-term trends and developments.
- Portfolio is meaningfully skewed toward secular growth companies, is global in nature, can invest across the capitalization spectrum, and can invest across the style box in an effort to find those best ideas.
- Focus on companies with strong fundamentals and accommodating valuation where we have specific insights relative to the market and research-backed conviction.
- Long-term time horizon translates into a pronounced bias towards multi-year investments in the portfolio that can compound over time.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
For aggressive investors who desire more focused investment in media and telecommunications companies who can accept the risk of loss inherent in a portfolio that focuses on a volatile area of the market.