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Idea Generation

Investment
Themes

What are the important secular dynamics driving long-term change, disruption and/or cycles?


Implied holding period: Long-term (5-10 years)

Macroeconomic
Analysis

Where are we in the business cycle, what are the implications of monetary and fiscal policy and how do these factors affect the investment universe?


Implied holding period: Medium-term (1-3 years)

Opportunistic
Ideas

When should we capitalize on a material change in a country, sector or individual business as a result of a specific catalytic event?


Implied holding period: Shorter-term: (6-18 months)

Network-Driven
Insights

We benefit from significant investment insight by serving on multiple boards, investing in private companies and funds, interfacing with our network of company executives, former sell and buy side colleagues, and Rockingstone’s own sophisticated client base.


Implied holding period: Varied