200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Themes

  • Healthcare and Industrial Innovation: Robotics, Automation, Devices

  • Real Assets and Asset Management: Real Estate, Infrastructure

  • Activist Situations: Making positive operations and ESG changes

Process Notes

  • Decisions made using technical and fundamental analysis

  • Value approach: own stocks with low valuation relative to potential

  • 100% liquid separate account structure

Manager

Learn more information about our investment strategy.

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