Coinciding with Lateef’s management buyout, the Partners Strategy incepted in March of 2017 and has a 3+ year track record.
- Concentrated
– 12-20 all-cap companies
– We only invest and allocate to our highest conviction ideas
– Portfolio level risk management is sharpened
– Enables rigorous and eclectic research - High Active Share
– The portfolio is consistently ~85% different from the market - Growth
– Focused on high-quality companies that can compound over time - Long-term
– Allows us to look beyond consensus towards long term signals instead of quarterly noise
– Time works for us, not against us with true compounders
– Our long term view allows us to take advantage of price dislocations caused by short term volatility
– Tax efficiency is a significant component of our value proposition - Capacity Constrained
– Expands investable universe creates more alpha potential
– Investments can be allocated with agility across market capitalization - Benchmark Agnostic
– Managed for risk-adjusted returns without regard to tracking error
– Mindful of sector and country weightings but focused on best ideas