Christopher C. Faber, Partner and Portfolio Manager, and Jeff Jones, CFA, Partner and Portfolio Manager, were recently featured in The Wall Street Transcript, where they discussed Curi Capital’s SMID Cap investment strategy and proprietary corporate lifecycle framework. They shared their perspective on finding companies with long-term value creation potential by looking closely at management, competitive positioning, capital allocation, and risk.
Faber and Jones also discussed navigating today’s narrow, AI-driven market and the importance of distinguishing durable businesses from more speculative opportunities. They highlighted several portfolio holdings and investment themes that reflect their focus on strong fundamentals and long-term value creation across market cycles.
Read the full article from The Wall Street Transcript below.
Holdings are subject to change at any time. Click here for top 10 holdings of the Fund. All investments involve risk, and principal loss is possible.
