The pain associated with being a long term investor The pain associated with being a long term investor
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  • About Us
    • Guiding Principles
    • Product Offering
    • Portfolio Performance
    • Fee Structure
    • Team
    • REGULATORY DETAILS
  • Investment Approach
  • Perspectives
    • Blogs
    • Select Company Perspectives
    • PERSPECTIVES ON QUESTIONS FROM CLIENT PARTNERS
    • QUARTERLY LETTERS
  • Contact Us
  • Client Login

August 2016

The pain associated with being a long term investor

Our investment process emphasizes focus on “Secular and Structural” growth opportunities vs “cyclical” ones.   Secular and structural implies growth irrespective of economic conditions while cyclical implies opportunities that will be affected by trends.

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