Strong conviction = Lasting result
The Altium Growth Fund is a global, all-equity strategy with a deliberate U.S. bias. We invest with conviction in a concentrated portfolio of exceptional businesses of those with superior economics, capable leadership and the ability to compound value over many years.
We don’t follow market fads or chase short-term trends. We focus on durability, discipline, and quality, aiming to deliver meaningful absolute returns over 5–10 years.
Volatility is our opportunity. Market dislocations allow us to buy great businesses at compelling valuations. This coupled with targeted downside protection built into our strategy, we can help preserve capital in downturns while staying positioned for the recovery.
At Altium, our measure of success is simple: the real wealth we create for the people who place their trust in us.
Our
Values
GROWTH
Grounded
We stay grounded in fundamentals, not fads. Our decisions reflect prudence, not fashion.
Responsibility
Capital is a responsibility. We manage it with care, humility, and accountability.
Ownership
We think and act like owners—of the fund, our decisions, and our investments.
Wisdom
Patience, judgment, and intellectual honesty guide us more than predictions or sentiment.
Transparency
We speak clearly, act openly, and communicate with candor—even when it's uncomfortable.
Horizon
Our time horizon is generational. We invest for enduring value, not quarterly applause.
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