At Slow Capital, our independence as a private, employee-owned firm allows us to prioritize our investment strategies without external pressures. This structure enhances our stability, motivation, and culture, enabling us to maintain a long-term perspective in our investing, portfolio management, and staff development.
Who We Are
We are a tight-knit team of seasoned professionals with a shared vision to provide superior long-term equity investment results through active management. With decades of combined experience in the industry, our team brings incredible energy, analytical thinking, and creative problem-solving to our goals. Driven by exceptional questions and a genuine passion for investing, we focus on delivering results that align with our long-term objectives.
Research & Investments
Our research and investments team consists of industry veterans who have been with Slow Capital since its inception. They bring extensive experience from prominent firms such as Thomas Weisel Partners, Montgomery Securities, Bank of America, Franklin Templeton, Artisan Partners, and Bowman Capital. Their deep expertise enables us to conduct thorough fundamental research and identify investment opportunities that others might overlook. By leveraging their knowledge, we strive to uncover high-quality businesses with strong growth potential.
Operations & Trading
The operations and trading team ensures the seamless execution of our investment strategies. With backgrounds from leading institutions like Kleiner Perkins Caufield and Byers, Conifer Securities, State Street Inc., Crow Point Partners, and Franklin Templeton, they bring valuable insights into operational efficiency and compliance. Their dedication to precision and care supports our commitment to excellence in all aspects of our business.
Our Commitment
Our team’s collaborative approach fosters an environment where exceptional ideas flourish. We value independent thinking and encourage rigorous questioning to identify meaningful opportunities. By maintaining a long-term perspective, we stay focused on our investment goals and avoid the distractions of short-term market fluctuations.
At Slow Capital, we believe that our people are our greatest asset. Our team’s collective experience and unwavering dedication to our investment philosophy set us apart. We are committed to staying true to our core principles and continuously honing our craft to deliver superior long-term results.
Allocating patient capital to companies creating real solutions that people love.
Important Disclosure
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Slow Capital Growth Fund before investing. The prospectus contains this and other important information about the Fund and should be read carefully before investing. To obtain a prospectus, click here or call 833-377-2715
Mutual fund investing involves risk, including the possible loss of principal. The value of the Fund’s shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. There is no assurance that the Fund will achieve its objectives, generate profits, or avoid losses.
The Slow Capital Growth Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA.
The Fund is newly formed and has no operating history. Current and future portfolio holdings are subject to risk.