Capturing profitable market share is the kernel to value creation in public equity. Companies’ ability to take share is becoming increasingly reliant upon harnessing insights from data.
After a thorough assessment of company fundamentals, we allocate capital to issuers via dynamic position sizing that reflects our relative conviction.
With backgrounds from a multibillion-dollar pension fund, our portfolio managers have a deep understanding of the importance of risk management. This is the key to maximizing odds of repeatability across various market backdrops.
An Adaptable Process
Mike is the lead portfolio manager for the SWS Growth Equity strategy. With experience on both the buy and sells sides, Mike brings institutional research and portfolio management framework to SWS Partners.
Mike believes in leveraging new technologies across every facet of firm operations. It’s a core tenet to the firm’s investment operations and the investment processes underlying all internally managed strategies. He has helped shape the SWS investment framework to embrace the disruptive capabilities of deploying technology to create value for clients.
Kurt is an accomplished portfolio manager leveraging experience on the buy-side and in risk management to bring an institutional research and portfolio management framework to SWS Partners.
Kurt believes in focusing equally on a quantitative and qualitative approach to help benefit clients. At SWS, Kurt streamlines the investment process through technology and automation, while focusing on companies that leverage their technology to create value for shareholders.
SWS Growth Equity
We also see these innovators disproportionately forming in growth than any other asset class. This led to the creation of our institutionally designed strategy, SWS Growth Equity, launched in May 2018. Its explicit objective: exploit the market’s inefficiency of identifying the platforms of the future.