James Plumb, Deputy Director of Equities, Portfolio Manager, and Charles Henness Jr., CFA, Portfolio Manager, were recently featured in The Wall Street Transcript, where they shared insights into Curi Capital’s global equity strategy and its proprietary corporate life cycle investment framework. In the interview, they discuss how evaluating companies across different stages of the life cycle helps identify compelling risk-reward opportunities in international markets, with an emphasis on disciplined capital allocation, management quality, and long-term value creation.
“We believe owning high-quality, concentrated strategies with a long-term investment horizon offers the best opportunity to build wealth for our clients.”
— James Plumb, Deputy Director of Equities, Portfolio Manager
The conversation also highlights the team’s disciplined research and portfolio construction process, including how investment ideas are sourced, evaluated, and sized within the portfolio. Plumb and Henness explain how maintaining conviction, managing risk, and acting decisively when opportunities arise are central to navigating evolving global market conditions.
“We maintain a short list of companies we believe to be on the ‘five-yard line,’ and we execute when the market presents an opportune time to enter a name.”
— Charles Henness Jr., CFA, Portfolio Manager
