Partners, L.P.

Fund Investment Objectives

The Fund seeks to identify the changes in technology, product cycle or market that serve as the primary drivers of stock price movements through a longer-term, thematic investment approach. This approach allows the managers to focus our bottoms up, fundamental research on those stocks that are significant beneficiaries (or victims) of the most compelling themes. Key to this strategy is the ability to leverage the firm's dual research platform comprised of public and venture capital investment professionals to generate valuable insights for public market investments.