DSM Capital Partners

Overview

DSM Capital Partners is a private investment firm specializing in actively managing growth stock portfolios for a diverse client base, including pension plans, foundations, endowments, institutions, and individual investors. The firm follows a disciplined investment process designed to identify quality companies presenting compelling long-term revenue and earnings growth and selling at prices that offer the potential for attractive returns. Founded in 2001 by Daniel Strickberger and Stephen Memishian, DSM remains entirely employee- and founder-owned, with an average industry experience of 25 years among its team members. The firm offers investment strategies in US Large Cap Growth, Global Growth, Global Focus Growth, Dividend Growth, and Runway Strategy. DSM Capital Partners manages over $6 billion across domestic, international, global, and emerging market equities offered through a variety of investment strategies and vehicles. The firm's valuation discipline differentiates it from other growth stock managers, aiming to manage downside risk when aggressive growth performs poorly. Portfolios are constructed on a foundation of rational P/Es and earnings/sales predictability, with intensive proprietary research and earnings models helping distinguish between 'substance' and 'noise'. DSM intends to avoid speculative, overvalued, momentum-driven growth stocks, with the team's compensation tied to client success, not just individual stock performance.

Investment Focus

• High-quality companies with strong long-term revenue and predictable earnings growth
• Attractive valuations