Thinking Biologically: We view the world through the lens of Complex Adaptive Systems, which takes cues from nature rather than traditional economic theory. Most importantly, we learn from Complex Adaptive Systems that the world is inherently unpredictable, and companies and portfolios need to be adaptable to a wide range of outcomes. To view our whitepaper on Complexity Investing click HERE.

Non-Zero Sumness: Creating win-win outcomes is the key to the business analysis we perform at NZS. We also apply this lens to our own business, striving to benefit all potential stakeholders that interact with our firm.

Portfolio Construction: Over the last 13 years, we have divided the portfolio into Resilience and Optionality. Resilient businesses are like ants, ready to thrive regardless of what the outside world brings. Optionality businesses are the disruptors where we find significant asymmetry. We believe that, when combined, Resilience and Optionality create a risk management framework that provides exposure to high growth companies with a focus on durability and limiting downside risk.

Alignment: Every investor at NZS Capital is a partner in the firm. We take a team-based approach to investing, which we believe results in both better decision making and better alignment with our clients.

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