We believe that accelerating growth in revenue and earnings are the primary drivers of stock price appreciation over the long term, and that opportunities in inefficient markets can be realized by identifying and exploiting key inflection points in a company’s fundamentals.
An investment process that emphasizes a company’s long-term growth potential over the market’s demand for short term results
A proven institutional money manager with a long-term record of growth investing in capacity constrained asset classes
A holistic approach to growth investing that seeks to identify attractive opportunities, using both traditional and non-traditional sources of information
- Vice President, Portfolio Manager
Jerome A. Castellini
- President, Chief Investment Officer, Portfolio Manager, Principal