Investing
for the Future
Grey Street Partners is trailblazing an AI-enabled, bottom-up approach to global equities, targeting future companies with powerful secular tailwinds agnostic to all sectors and geographies, creating a distinctive source of alpha for bold investors.
Philosophy
We have a fundamental understanding that a comapny’s share price is largely driven by its expected earnings growth, and we identify structurally growing businesses by applying a bottom-up approach to construct a high conviction portfolio, with an emphasis on long-term capital growth and preservation.
Funds
Under
Management
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The fund uses a long/short, total return strategy, investing in a concentrated portfolio of 20-40 companies. Leveraging GSP’s bottom-up research and top-down thematic overlay, the fund targets high-quality, emerging businesses with strong growth catalysts. It focuses on cash-generative businesses with robust balance sheets and capable management, aiming to find undervalued opportunities early in their lifecycle.
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The managed portfolio is a total return strategy, investing in 20-40 companies. Leveraging GSP’s bottom-up research and top-down thematic overlay, the strategy targets high-quality, emerging businesses with strong growth catalysts. It focuses on cash-generative businesses with robust balance sheets and capable management, aiming to find undervalued opportunities early in their lifecycle. The strategy employs cash and tactical ETFs to mitigate broader market risks.
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The fund employs two distinct strategies. The first is an absolute return long/short strategy, utilizing a bottom-up approach to maintain a concentrated portfolio of 20-40 stocks. The second strategy focuses on swing trading, targeting short-term but frequent price movements in stocks. This approach involves a highly concentrated exposure to a select number of positions, with a typical holding period of 1 to 2 months. The strategy uses a scaled-in approach, increasing exposure to successful positions while reducing or holding cash when conditions are unfavorable.
We aspire in achieving resilient long-term growth of clients' capital
We invest in high-quality businesses with strong growth catalysts that poses long-term upside potential, lasting competitive advantages, disruptive business models, and large addressable markets. Our rigorous approach to stock selection, portfolio construction, and management aims to achieve sustainable long-term growth of clients' capital.
News & Updates
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