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Silicon Valley is Here

What We Do

We're a multi-product asset management firm devoted to finding and aligning with the most dynamic, fastest growing businesses in the world—
the companies we call "the stars of tomorrow."

GSV Capital

GSV Capital

The first publicly traded security providing access to venture-backed, rapidly growing companies leading the way in their respective markets, GSVC enables all kinds of investors to access the tremendous potential of VC-backed growth companies that is created prior to public offerings.

GSV X Fund

GSV X Fund

A long-short equity strategy, GSV X is a hedge fund with the dual focus of (1) investing in the fastest growing, fundamentally strong, publicly traded growth businesses in the world, while also (2) shorting public companies with deteriorating fundamentals.

How We Do It

Rigorous, Systematic + Repeatable.

Idea Generation
Research + Analysis
Portfolio Construction
Risk Management

Idea Generation

Where the forces of megatrends (as well as negatrends) intersect with the most promising growth themes to create the greatest investment opportunities.

Idea Generation

Research Analysis

Blending systematic, top-down and fundamental bottom-up analysis, our careful and proven practices are applied to each position to assess fundamentals, potential, and fit.

Research Analysis

Portfolio Construction

Our research process spans the growth themes we find most compelling — across the valuation spectrum, creating our vertical knowledge stack.

As we build and manage our portfolios to optimize growth and valuation, we do so with an eye toward:

  • Number of Positions
  • Size of Positions
  • Market Exposure
  • Industry Exposure
  • Holding Periods
Portfolio Construction

Risk Management

When it comes to investing your money, we generally aim to steer clear of surprises.

We practice systematic and disciplined decision making, balancing our empassioned search for compelling growth stocks with an institutional approach to risk management.

Risk Management

We Wrote The Book on Growth Investing.

GSV co-founder Michael Moe is well known and regarded as one of the world's preeminent authorities on growth investing. After successfully predicting the rise of Starbucks, Google, and other superstars, he authored the best-selling business book, Finding The Next Starbucks.