Private Growth
Quarterly Updates
Quarterly Strategy Reviews
In these webcast reviews, the featured portfolio managers discuss perspectives on the market environment, the portfolios' top contributors and detractors, and recent purchases and sales.
The 3Q 2025 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until November 21, 2025.
The 3Q 2025 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until November 21, 2025.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Commentary Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
Quarterly Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
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Latest Thinking
Investment Strategy
Capture the Rise; Survive the Pop
AI is pushing markets higher but not without warning signs. Our focus is on strong companies that can deliver through the ups and downs.
Events
Michael Clarke, Michael Graninger, and Barron Martin Jr. Named to Washingtonian’s 2025 Tech Titans List
The publication recognized the three among the most innovative and influential figures in D.C.’s tech community.
Investment Strategy
Sharpening the Edge
The strongest businesses often have one thing in common. They build an edge others find hard to match, then reinforce it over time through steady reinvestment and long-term commitment to what sets them apart.
Investment Strategy
Are We in an AI Bubble?
Technological transformation often breeds bubbles. Sr. Portfolio Manager Thomas H. Trentman, CFA, discusses how investors can best read the signposts.
Investment Strategy
Follow the Leader
The best businesses don’t just grow. They lead. By shaping their markets and scaling smartly, they stay ahead when others fall behind.
Investment Strategy
Addressing Modern Slavery Through Active Ownership
Modern slavery is a pervasive risk across industries, often surfacing in hidden or unexpected ways. Left unaddressed, it can undermine a company’s long-term performance. We believe identifying and working to reduce these threats is critical for sustained value creation.
Investment Strategy
The Enduring Edge of Long-Term Investing
As holding periods shrink and noise grows louder, long-term investing remains rooted in time-tested principles. Compounding, discipline, and patience continue to drive meaningful wealth creation beyond the market’s short-term distractions.
Investment Strategy
The Power of Concentration
In our view, a portfolio is not diversified simply because it is populated with numerous names; it is diversified when each position reflects differentiated insight and durable value creation.
Investment Strategy
On the Road: Recharging Our China Thesis
Confidence in China’s investibility is returning. Structural reforms, stronger policy execution, and accelerating innovation are reshaping investor sentiment and reinforcing the case for renewed engagement with companies aligned to long-term growth themes.
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