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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.

Unconventional Expertise

Expertise is overrated. To be considered an expert, one must know the things expected of an expert, and what’s expected is conventional. The doctor, the lawyer, the pilot, the financial advisor. They’re expected to play by a common set of…
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The Investing Extremes Dictionary

There aren’t many great companies. There aren’t many great founders. There aren’t many great investment opportunities. The sooner investors accept that reality, the easier we make our lives. Focus on great companies and great founders. Ignore everything else. The hardest…
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We manage equity investment funds across the growth spectrum in public and private markets.

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