We Believe in Better Investing

Built upon a proud track record of results, we combine high quality stock research with quantitative risk management.
Forest

Independent Research

Our research delivers actionable investment insights. Recent PDFs here:

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Investment Philosophy

Why compounders?
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Mid Quarter Update

How we are positioning
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Price Targets

Research-driven share price targets

Compound Kings

Companies that meet all four criteria are what we call Compound Kings. Rare stocks with the potential to offer upside to long term investors.

Our team

Upholdings

With 20+ years of investment experience, the Upholdings team is one of the first to bring high quality active management inside an ETF.

Robert leads the team, having previously supported leading growth companies as an investor at Elevation Partners, and as an operator at Everlane.

Upholdings research has been featured on Bloomberg, Fox Business, and the team also shares its work on Twitter @UPHOLDINGS.

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Robert Cantwell

Portfolio Manager

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Lars Cianciolo

Investment Analyst

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Joe Kowaleski

Investment Analyst

Compound Kings

Access our investment strategy inside an ETF.

Quarterly Letters

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