A Trusted Advisor to both Individual and Institutional Investors
We invest in dynamic, high-growth, publicly traded companies with the intention of holding them for the long-term. This approach provides the highest possible after-tax returns and wealth maximization. The companies in which we invest have management teams that are resilient, adaptive and fiscally responsible. They are maximizing shareholder value while also being socially conscious.
We find the strongest innovator and often the first company in an emerging or growing niche. These firms are doing something to improve our lives. Some are on the forefront of medical discoveries and innovation, as in biotechnology and robotics; others provide medical services and products that are driving down the cost of healthcare or delivering better quality, as in our cloud and e-commerce based holdings.
Our investments are often in firms with a disruptive idea or technology. We look for leaders who are flexible and making positive changes. We choose companies that will be as profitable as possible while maintaining an environmental consciousness. Our rigorous investment approach has yielded extraordinary returns.
The industries in which we invest are making our lives easier, healthier and better in some way: Artificial Intelligence, Biotechnology, Clean Energy, Cloud-Based Industries, Communications, Consumer Services, E-Commerce, Media, Natural Foods and Products, Robotics, Technology and Clean Water.