Geoffrey P. Gross is the portfolio manager for EGS. EGS is designed to capitalize on the significant investment opportunities resulting from innovation-driven growth.
EGS utilizes a disciplined fundamentally-based research approach to identify each investment. This decision-making process incorporates the following components: (i) extensive hands-on research; (ii) proprietary models; (iii) written analysis detailing the investment thesis, timing, risks, and expected return.
Typically, EGS invests in companies at a fundamental inflection point where the future earnings growth is underestimated by the market and where there is the opportunity for upward revaluation. Conversely, EGS shorts stocks of companies at a negative fundamental inflection point where there is the opportunity for downward revaluation.
