Investment Strategy

"We are committed to fundamental, bottom-up growth investing."




We depart from the crowd by emphasizing the change in the rate of growth (acceleration).  This draws us to companies where business is good and getting better.

From among the companies showing improvement, we focus on those the market is rewarding, which is reflected through price momentum, the only real-time gauge of investor sentiment.

This convergence of fundamental and behavioral drivers gives us the confidence to hold concentrated portfolios of our very best ideas.

Performance Objectives

Most equity managers define success as simply having higher returns than a benchmark or the median manager in their peer group. To us, these seem like pretty low hurdles.  We set more ambitious goals, because simply “beating the benchmark” is no longer good enough.

Check the background of your financial professional with the SEC here


This site is provided by Drawbridge Asset Management. It is intended to contain information exclusively for institutional and professional investors. No tax, legal or investment advice is offered or given by Drawbridge Asset Management to any persons accessing information on this site; consequently, prospective investors should take advice from their own professional advisers, legal and tax professionals, before making any investment decision. By navigating on this website, you accept sole responsibility for the information provided in that respect.  Drawbridge Asset Management accepts no liability for the financial consequence or any other consequence whatsoever resulting from a decision made based on this website. The content is developed from sources believed to be providing accurate information. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory Services offered through Drawbridge Capital, LLC, A Registered Investment Advisor and wholly owned subsidiary of Regent Financial Services.