Our Research Methodology
Working to Capitalize on Where the World will Be.
We rely on our proprietary internal research software to support in-depth fundamental analysis of the companies we invest in. By focusing on financial strength, business quality, and long-term value drivers, we aim to look past short-term market noise and make more informed investment decisions.
Using this research, we build custom investment portfolios tailored to each client’s objectives and circumstances. Our process guides security selection, portfolio construction, and ongoing adjustments over time. Read on to learn more about how our research and fundamental approach shape the portfolios we manage.
Investment Themes
COMPUTE
COMPUTE
COMPUTE
We invest in companies that harness advanced computing to accelerate scientific discovery, develop transformative technologies, and generate significant economic impact.
SPACE
COMPUTE
COMPUTE
Space exploration is essential for advancing scientific discovery, unlocking transformative industrial applications, and strengthening national defense capabilities.
ENERGY
COMPUTE
AUTOMATION
Everything is becoming increasingly electric, and meeting that growing demand requires new energy sources. Our firm invests in sustainable power generation and storage.
AUTOMATION
AUTOMATION
AUTOMATION
Our dependence on technology is an inevitable fact of life. We invest in sectors such as AI, robotics, hardware, software ecosystems, social media, cloud, and fintech.
HEALTHCARE
AUTOMATION
HEALTHCARE
Humanity relies on organizations and professionals dedicated to maintaining and improving human health through prevention, diagnosis, treatment, and care.
FINANCIALS
AUTOMATION
HEALTHCARE
We invest in institutions such as banks, investment firms, and insurance companies that manage capital, safeguard assets, and support long-term economic stability.
AVIATION
EXPERIENCES
EXPERIENCES
People and goods will keep moving through the skies via jetliners, drones, air taxis, and cargo aircraft. We invest in the manufacturers and technologies enabling that movement.
EXPERIENCES
EXPERIENCES
EXPERIENCES
Material wealth can contribute to our well-being. However, we invest in activities and experiences such as leisure, music, and gaming, which can enrich our lives differently.
INDUSTRIALS
EXPERIENCES
INDUSTRIALS
We rely on solutions that address population growth and adapt to nature. We invest in companies that protect cities, manage water, and help keep people healthy and comfortable.
RESOURCES
RESOURCES
INDUSTRIALS
We invest in companies advancing sustainable resources and agriculture as high demand for consumables, materials, and chemicals contends with environmental constraints.