The Firm
Founded in 2007, HSMP applies a focused, bottom-up, fundamentals-first approach to quality growth equity management through its sole strategy: HSMP Concentrated Quality Growth Equity.
Approach
We look to assemble a concentrated portfolio of 20-25 securities, comprised of what we consider to be quality businesses with strong future earning/cash flow growth potential- while being highly attentive to valuation.
Process
HSMP’s collaborative and collegial investment process centers around value-added activities including conceptualization, immersion, and managing a concentrated portfolio.