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Focused,
High-Conviction Portfolios,
Built for Long-Term Growth

Institutional Strength. Enduring Partnerships. One Disciplined Approach.

We’ve built the infrastructure, systems and scale to manage portfolios across multiple client types, strategies and investment vehicles, delivering institutional-grade capabilities with a boutique focus.

Our Strategies

One investment team managing five strategies across US and Global Large-Cap equities

  • US Large Cap Growth: High-conviction US growth leaders with durable earnings
  • Global Growth: High-quality names across developed and emerging markets
  • Global Focus: ~10-15 best-idea global franchises with enduring advantages
  • Dividend Growth: Income-oriented portfolio of quality dividend growers
  • Runway: ~60-100 scalable growth names, with strong AI and innovation exposure
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  • About
    • Who we are
    • What we believe
    • Our Strategies
    • The DSM Difference
    • Our History
  • How We Invest
    • Philosophy
    • Process
    • Approach
  • Strategies & Vehicles
    • US Investors
      • US Large Cap Growth
      • Global Growth
      • Global Focus Growth
      • Dividend Growth
      • Runway
    • Global Investors
      • DSM Global Growth Equity Fund – AU/NZ
      • UCITS Funds: US Large Cap Growth Sub-Fund
      • UCITS Funds: Global Growth Sub-Fund
      • Stewardship & Documents
  • Team
  • News & Insights
  • Contact

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