This is our oldest strategy, developed by our firm’s founders and refined by our team over decades. Sequoia is a concentrated, long-only equity strategy focused primarily on domestic mid- and large-cap companies.

Wishbone is a concentrated, opportunistic, long-only global investment strategy with a broad mandate. The focus is on equities and equity-like securities across the full spectrum of geography and market capitalization, ranging from large domestic companies with household names to small and obscure businesses in foreign markets, and from mature companies with statistically low valuations to high-growth companies less frequently associated with value investing.

Managed by John Harris

Hyperion is a highly-concentrated, fully-invested, long-only global investment strategy with the objective of compounding capital at high rates of return over a long period of time. The portfolio generally consists of 7-15 investments and does not use leverage. The investments are chosen through an intensive fundamental research process focused on identifying high-quality businesses run by great management teams that we can own for many years.

Managed by Trevor Magyar, Will Pan, and Chase Sheridan

Poplar is a concentrated, global, long-only, absolute return-oriented strategy with the objective of growing inflation-adjusted spending power for foundations, endowments and other investors with substantial annual spending needs. The portfolio generally consists of 10-15 intensively researched investments across asset classes and geographies, with a particular emphasis on liquidity, yield, and resilience to macro conditions.

Managed by John Harris and Marc Wallach