The investment industry has become so rigid that it's harming returns.And I want to change this. I have been managing portfolios for outside clients for 25 years. I have worked for large investment firms such as State Street Research and Polen Capital, where I started and led the Small Company Growth Team.I have been investing in small and medium sized companies for 30 years.In this time, I have witnessed a troubling trend, where there are fewer good investments to be made in small and midcap, and when you do find them, you must sell them due to size constraints. This causes the need to replace the good company with perhaps a lesser one, and it incurs taxes.I decided to start Arrowside Capital to offer strategies designed to maximize long-term value creation.Our strategies are focused on capital appreciation by investing in companies that are changing the way that we do things, those that are driving innovation. These companies must have a proven business model and ample reinvestment opportunities. We craft portfolios that drop traditional style box constraints to deliver superior long-term after-tax returns.We believe that this enables better long-term capital appreciation and incurs less transaction costs and taxes. This enables the companies to do the hard work of compounding long-term value for shareholders and we as investors accrue the benefit.Unique features of our firm:• Employee owned.• Focus on capital appreciation, same process but portfolios are unconstrained.• Transparency: we share our views of where we see the world is going and how we are positioned.If you're interested in learning more, you can send me a direct message here on LinkedIn or find more information at https://arrowside.com
Listed skills include Equities, Portfolio Management, Investments, Hedge Funds, and 11 others.
