High quality research drives our performance-driven investment process.
UPHOLDINGS is an investment manager based in Nashville. We're best known for advising the Compound Kings ETF. Our mission is to expand access to high quality growth investing.
We get to know our companies. We interview customers, competitors, and experts to understand exactly where they stand against the competition.
Compound Kings® is our first. We identify cashflow compounders: companies generating cash and reinvesting at above average rates of return.
With 15 years of investing and operating experience, Robert leads the research team in identifying current and future compounders.