Investment Approach
Great investments for a better future
Our mission is to deliver high quality returns around a central thesis that consumers will reward those who do something to improve the human condition and therefore the most profitable investments are those striving to deliver a better, more sustainable future. Our winning strategy is built on four key investment selection principles - strong growth potential, disruptive product or technology, social good, and momentum. Not only do these "socially driven change" principles deliver results but they allow our deployed capital to do good for the world.
We have evolved our strategy for over a decade to improve the quality of our returns by adapting to changing market conditions, the evolution of the consumer, and macroeconomic factors. Our research and analytical toolsets have evolved to improve our investment decision criteria and tactical thinking allowing us to identify and capture larger and more unique market opportunities.
Growth Prospects
Has a business case with strong growth potential at an attractive price
Great investments have attractive returns at reasonable entry prices. Our research finds some of the best quality growth prospects and tests assumptions against a variety of ranges and conditions. The result is a portfolio with a high probability of growth.
Disruptive
Product or technology will change the way consumers think or act
We want to be change agents pursuant to our core thesis. This comes from investments that change human behavior or the way consumers think and act. These disruptions will divert revenue streams towards these investments and catalyze growth.
Social Good
Improved world and human conditions - health, wellness, environment, equality, and more
Consumers are growing every more mindful about where they spend their money. We look for investments with a net positive impact on the human condition because we believe that consumers will continue to reward these investments at an accelerated pace.
These principles are centered around "socially driven change" - our belief that consumers will reward companies who do something to improve the human condition and therefore the most profitable investments are those striving to deliver a better, more sustainable future.
Social Momentum
Social excitement for the product, technology, company, or industry served
While growth is good, we are looking for an appropriate velocity of that growth. A good measure of the velocity of growth is how much the consumer base is talking about the product, technology, or service they are buying. With social media platforms expanding in breadth and reach, we believe that measuring social momentum is a good indicator of success of the investment.
