Global Growth Equity

The firm employs a research-intensive analytical process to uncover growth opportunities within the Global market. The portfolio does not use leverage.

INVESTMENT PHILOSOPHY:

• We seek to invest in companies that have attractive characteristics such as:
  • The potential to grow at above average rates by exploiting macroeconomic trends, including globalization, digitalization and youth demographics
  • The potential to capitalize on a disruptive technology
  • The possession of strategic advantages not fully recognized by the market
    
• We believe that China is a major source of disruptive change and that the emergence of the Chinese consumer will become the engine of global economic growth. In our opinion, information services that target the Chinese consumer are one of the best ways to exploit the trend.
  
• It is our belief that Internet adoption threatens legacy business model in developed economies by supplying transparency and global access to alternate suppliers.
  

The strategy has been managed since inception by Nels Wangensteen.