angle-left null Global First Decade Innovators

Global First Decade Innovators

Active Equity Thematic Global
  • Benchmark MSCI ACWI SMID
  • Inception Date April 2019

Strategy Overview

The Global First Decade Innovators strategy focuses on companies within the first 10 years of their Initial Public Offering (IPO).  We seek companies that will be future leaders through innovation and disruption, have underappreciated growth potential, offer groundbreaking and transformative products or services, and feature outstanding management teams. The broad goal of the strategy is to identify future industry leaders with significant upside growth potential. The strategy has broad flexibility to pursue opportunities across sectors and geographies, which we view as an advantage to driving long-term potential success.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.