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:

Screen Shot 2022 04 26 at 09 41 07

Investment Philosophy

Why Compounders?
Screen Shot 2022 04 24 at 15 04 14

2Q22 Quarterly Letter

Following the Fundamentals
Screen Shot 2022 04 24 at 15 04 25

Mid Quarter Update

How We Are Positioning

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.

Screen Shot 2022 03 30 at 16 37 11

Robert Cantwell

Portfolio Manager

Screen Shot 2022 03 30 at 16 37 45

Lars Cianciolo

Investment Analyst

Screen Shot 2022 03 30 at 16 38 03

Joe Kowaleski

Investment Analyst

Compound Kings

Access our investment strategy inside an ETF.

Quarterly Letters

Join over a thousand investors who subscribe to our updates.