since
2020
Concentrated in
40-60
best ideas
Thematically-
driven
approach
ESG
Focused
Profile —
Philosophy —
Process —
— Established in 2020
— Thematically-driven approach
— Collaboration amongst the three Peregrine investment teams
— 65.1MM AUM
Fundamentally rooted, thematically focused to drive alpha
Seeks to capitalize on companies which will see accelerating growth from a shift to a more regionalized, redundant and reliable supply chain centered in the U.S. The style also invests in beneficiaries of lasting changes to consumer and business demand.
The process is a collaboration amongst the firm’s Small Cap Growth, Small Cap Value and Large Cap Growth styles. It draws from the investment teams’ unique approach to fundamental research, offering a continuous and complimentary view of the market. The Deglobalization New Paradigm Strategy SM is focused on identifying beneficiaries of the thematic mandate that also offer durable and attractive fundamental characteristics. ESG factors are considered in portfolio vetting and decision-making.