Financial Services - Chicago, Illinois, United States
We focus on companies with secular growth opportunities created by fundamental change in their markets that we believe can change the world. We manage concentrated, high-conviction secular growth portfolios for clients in both a long-only and a hedged equity structure. Our goal is to discover unrecognized equity value, believing that transformative companies will displace legacy industry incumbents in several key sectors.Gary Black, Managing Partner, has nearly 30 years' of portfolio management, investment, and research experience, complemented by operational expertise. He has an MBA from Harvard School of Business and BSc in Economics from Wharton School of the University of Pennsylvannia.David Kalis, CFA, Partner has 25 plus years of proven success managing small- and mid-cap portfolios and leading investment teams. He has a BA in Economics from the University of Michigan and is a Chartered Financial Analyst.See disclosure at https://bit.ly/3fQ8ojd
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