The NZS investment philosophy was developed over the course of years, by an experienced investment team that has, in part, worked together for more than 20 years.

Our investment team structure is built on intellectual honesty and intentionally employs a flat structure that aims to root out bias. There are no PMs to dominate analysts to the detriment of independent and thoughtful opinions. We strive for robust debate and non-consensus thinking, even among the team. We believe that a stock that is thoroughly researched, intensely debated and properly weighted in a portfolio can lead to better risk/return tradeoffs for clients.

JON BATHGATE

Jon Bathgate is an investor at NZS Capital, LLC since 2020. Jon was most recently a research analyst and co-head of the technology sector team at Janus Henderson in Denver. Jon began his investing career at Janus Henderson in 2008, and has a Bachelor of Arts in Mathematics from Boston College. Jon is a CFA® Charterholder.

Ethan Bennett

Ethan Bennett is an Investment Analytics & IT Associate at NZS Capital, LLC since 2025. Ethan was most recently a Software Automation Developer at Red Ridge Digital. Prior to Red Ridge, he was a Product Manager with a focus in AI for a tax software company in Denver, Colorado. Ethan received his Bachelor of Business Administration in Business Technology and Marketing from the University of Miami.

JOE FURMANSKI

Joe Furmanski is an investor at NZS Capital, LLC since 2020. Joe began his investing career at Janus Henderson in 2006 and joined the technology and communications sector teams as a research analyst in 2017. He has received a Bachelor of Science in Business Administration from the University of Nebraska as well as an MBA from the University of Denver, Daniels School of Business.

BRINTON JOHNS

Brinton is a co-founder and investor at NZS Capital, LLC. Brinton started in the investment industry at Janus Henderson in 2000 in retail client support before becoming a research associate in 2003. Brinton became a research analyst in 2006 and later became leader of the global technology sector team and co-portfolio manager of the Janus Henderson Global Technology and Innovation Strategies with Brad until June 2017. Brinton has a Bachelor of Business Administration in Business Management from the University of Texas Arlington and a Master of Arts in Biblical/Christian Studies from the Denver Seminary.

Brett Larson

Brett Larson is an investor at NZS Capital, LLC since 2023. Most recently Brett was a research analyst on the Industrials sector team at Janus Henderson in Denver. Brett began his investing career at Janus in 2015, received a Bachelor of Science in Business Administration from Colorado State University, and is a CFA® Charterholder.

NICK PEREZ

Nick Perez is operations manager at NZS Capital, LLC. Nick was previously Director of Alternative Investments at Forum Capital Advisors. Prior to that he spent 6 years at ArrowMark Partners in various roles including Operations Manager and Structured Products Analyst. Nick received his Bachelor of Science in Business Administration from the University of Colorado and his Masters of Business Administration from Regis University. Nick is a CFA® charterholder.

Tracy pike

Tracy Pike is the Chief Operating Officer of NZS Capital, LLC since 2021. Tracy was previously Head of Investment Oversight at the US division of Jupiter Asset Management. Prior to that Tracy spent five years as head of sub-advisor oversight at Charles Schwab following four years as a product manager at Janus Henderson. Tracy received her Bachelor of Science in Mathematics from the University of Nebraska-Lincoln and her MBA in Finance from Columbia Business School. Tracy is a CFA® charterholder.

Alexandra Pope

Alexandra Pope is the Head of Investor Relations at NZS Capital, LLC since 2025. Alex was most recently the Head of Capital Partnerships at Avala Global. Prior to Avala, she was a Partner and Head of Business Development and Investor Relations at Calixto Global Investors. Before that, she held similar roles at Trian Partners and Developing World Markets ("DWM"). Alex received her Bachelor of Arts in Political Science and Journalism Bachelor of Arts in Journalism and Mass Communication, from the University of Wisconsin-Madison. She currently sits on the Board of The SEED School of Miami, a public college preparatory school designed for underprivileged students.

BRAD SLINGERLEND

Brad is a co-founder and investor at NZS Capital, LLC. Previously Brad was the portfolio manager of the Janus Henderson Global Technology and Innovation Strategies (ticker: JAGTX) from May 2011 to November 2018. Prior to that he held various roles as an analyst, sector team leader, and portfolio manager at Janus Henderson Investors for most of the period starting as a summer intern in 1998 up until the end of 2018. Brad graduated from Williams College in 2000 with a Bachelor of Arts in Economics and Astrophysics. Brad is a CFA® charterholder.

Independent Board Members