Connective Portfolio Management

Overview

Connective Portfolio Management is a private investment firm specializing in equity investments for private and institutional clients. The firm focuses on domestic and international equity strategies, emphasizing fundamental research and a bottom-up stock-picking approach aimed at long-term capital appreciation. Their investment strategies include significant dividend components, catering to clients seeking income alongside growth. The firm's investment approach is characterized by a commitment to fundamental research, deploying a bottom-up stock-picking strategy to achieve long-term capital appreciation. They offer discretionary investment mandates that encompass both domestic and international equity strategies, with a particular emphasis on technology and healthcare sectors. This focus is supported by the team's extensive experience in managing U.S. growth equity funds and European Sicav. Connective Portfolio Management operates as an SEC-registered investment advisor, adhering to a fee-only business model. The firm maintains relationships with multiple custodians in the United States, Switzerland, and Canada, facilitating investments across various currency platforms. Their diversified investment strategies are designed to align with clients' risk tolerance and return objectives, providing personalized and goal-aligned investment options.

Investment Focus

• Accredited investor status required
• Investment horizon of 5+ years
• Alignment with firm's investment philosophy

Portfolio Companies