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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."


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.