Investment Philosophy

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With traditional consumer and retail companies embracing the digital revolution, our exposure extends past just brick and mortar retailers and consumer goods to modern-day consumer services, DTC, and online native companies. Additionally, we believe the exponential growth in the cannabis industry and continued legalization of both medical and recreational use is wildly untapped and in its infancy, which will deliver long-term returns.  

Our positions follow thematic viewpoints with deep analysis in underlying trends and runway, allowing us to take advantage of a mispriced market. Some of these viewpoints might even go against market consensus. We believe that there is an opportunity within the markets to generate alpha at all stages within a company's life which allows us to invest within all market cap sizes.  

We routinely manage a semi-concentrated portfolio that will deliver upsized returns in the long-term with no single position exceeding 20% of our assets under management.