Peconic Partners applies a highly-disciplined thematic investment strategy with the aim of generating long-term positive returns regardless of market conditions.

This strategy requires the macro vision to see beyond economic cycles based on our micro understanding of and relationships with companies within our investment universe. The Peconic Partners investment team is constantly in the process of evaluating and adjusting investment themes to account for innovations and shifts in a particular sector, creating a cyclical process with a constant eye to the future and new opportunities.


Our portfolio managers are passionate about both analytics and social-behavioral trends that create paradigm shifts and new opportunities. We travel extensively, researching, collecting, and observing, in pursuit of new insights and new opportunities to leverage our in-depth fundamental, quantitative, and technical analytics.

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