Assessing culture is an important part of our research process, but it is not easy. Culture is the product of values, norms, behaviors, and beliefs. As a result, it is difficult to pin down or quantify. For this reason, so many investors seem to overlook the importance of culture. We believe our focus on this critical element, and our willingness to assess the “softer” elements of a company, can enhance our ability to add value over the long term.
Intrigued?
/2020.10%20ETCM%20Specialness%20Power%20of%20Culture%20Mockup.png?width=209&name=2020.10%20ETCM%20Specialness%20Power%20of%20Culture%20Mockup.png)
We authored a thought piece titled Specialness & the Power of Culture, in which we focus on how culture contributes to the success of innovative businesses and share a few examples from the portfolio. We also discuss:
- Decoding Culture: Some Techniques We Use to Assess Company Culture
- Company examples including HubSpot, Netflix and Sarepta
- Evolutionary Tree’s Culture and Values
- The Importance of an Adaptive Culture in the Age of Innovation
To read this thought piece, please fill out the form on this page.
This site and the content within is intended for US-based investors only.
The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. Past performance does not guarantee future results. Any projections, outlooks, or estimates contained herein are forward looking statements based on specific assumptions that are current as of the date indicated, subject to change without notice, and should not be construed as indicative of any actual events that have occurred or may occur. The inclusion of particular investments is not intended to represent, and should not be interpreted to imply, a past or current specific recommendation to purchase or sell a security and should be considered in the context of an overall portfolio. Investing in equity securities involves risk and principal loss is possible. Nothing contained herein constitutes investment, legal, tax, or other advice and should not be relied upon in making an investment or other decision. Investors should always obtain and read up-to-date investment services material before deciding whether to appoint an investment advisor.
