PineStone manages high conviction,
long-only equity strategies for a primarily institutional client base. We invest in fewer holdings but maintain appropriate diversification as we seek to generate meaningful excess returns for our clients. Our goal is to outperform their benchmarks over the long-term, with a lower likelihood of permanent capital loss, and we invest in our strategies alongside our clients.
To help us achieve our performance goals,
we rely on bottom-up stock selection, driven by our intensive fundamental research process. Our investment process is designed to help us assess whether potential investments have the high-quality attributes we seek and whether those attributes are likely to be sustained long into the future. Companies that meet our standards are difficult to find, leading to concentrated portfolios and material deviations from the benchmark.