
Adding PTON and TSM
Although we have taken a cautionary approach to managing the Growth Portfolio in recent weeks, we are still looking for select investment opportunities that might leverage current or potentially sustained themes to come out of the COVID-19 pandemic.
Portfolio Updates
Our Investment Principles
How tomorrow's Story is shaped by the Principles of today

1.
If not for growth, our journey would be meaningless
When we look for companies to invest in, we don’t necessarily consider what has been successful to date. Sure, some stocks like Apple and Amazon have demonstrated an extraordinary journey of rags to riches. But tomorrow is what counts. And what drives the story of tomorrow? Growth.