INVESTED IN YOU

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Research

Our Founding Philosophy guides our research on a daily basis. The transparent and public presentation of our thoughts and ideas drives engagement with our investee companies but also enables our investors to understand what they are invested in and why. This also allows our investors to hold us to account as fiduciaries of their long term savings and/or investment portfolios.

The current portfolio for the Global Shares Fund, managed by Elevation Capital, is detailed below. Please click an icon to learn more about each company and read the research we have published to date.

 

Featuring Our Most Recent Research:

Insights
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Introducing Universal Music Group
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How do wars and crises affect equities? Some counterintuitive data.
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Universal Music Group — Music is Universal
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Introducing Ubisoft
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Content is King (and Undervalued)
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Visa, Mastercard, and the blockchain
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How we think about Roblox
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Introducing Salvatore Ferragamo
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Why we own Visa and Mastercard
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CLICK ON A COMPANY LOGO BELOW TO LEARN MORE AND DISCOVER OUR PUBLISHED RESEARCH