Experienced and Focused Growth Investing

We pride ourselves on the early identification of very fundamental secular trends- trends we believe will reshape industries. We have decades of investment experience in the investment trade, including tenure with the leading technology and growth-oriented Investment Banks of their day. Firms that underwrote such notable companies as Apple, Genentech, Adobe, Sun Microsystems, and many other leaders. Our approach includes building a conceptual investment framework, where the world is going and why, before trying to identify the beneficiaries and the laggards. We then take a company by company approach, ever mindful of the risk associated with growth investing.

Healthcare, once thought of as a bit of a defensive area, is evolving dramatically. No longer comprised of just large slower moving organizations, new firms, technologies, ideologies, and approaches will reshape the future. Personalized medicine is evolving through various techniques permitting alterations to an individual’s immune system, or even genetic makeup, designed to combat various illnesses.

Naturally, if successful, not only will these new approaches offer dramatic patient benefits, but they are likely to disrupt a number of industries, as well as require a rethinking of how very expensive “one and done” therapies are paid for. The potential for change and disruption is so acute that it reminds one of the early 1990’s , the fundamental emergence of the internet, and its subsequent impact on all aspects of society.

Early identification of trends, tastes, and preferences is critical to consumer investing. Recognizing when substantial brand equity has been built provides some measure of defensibility. But perhaps most important is an understanding of where we are in an economic cycle, particularly as it pertains to consumer spending. These are all elements of the Hangar 4 Partners LLC approach.