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We invest in persistent growth — growth that sustains at higher rates for longer than the market expects.


To successfully invest in persistent growth, we must profit from where the world is going. It depends on the paradox of change and consistency. Change sparks a new opportunity; consistency enables a change to take hold.

By its nature, persistent growth demands investor patience. Persistent growth investments can be worth owning for years, even decades. Patience paired with persistence yields superior performance.

Thanks From Deepwater: You Make The Holidays

Apple's annual holiday film is usually worthy of reflection. This year's installment, Fuzzy Feelings, featuring stop motion video shot on an iPhone 15 Pro Max and edited on a MacBook Air, is no exception. It's a reminder that people matter most, and we're grateful for the people we get to serve.
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Two Rules to Create a Habit of Curiosity

Curiosity to Conviction Life is about a few moments of conviction. You find conviction through consistent curiosity. Magic happens when persistent effort fueled by conviction happens at the right time. The collision of curiosity, conviction, and timing is how all…
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We manage equity investment funds across the growth spectrum in public and private markets.

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