Peconic Partners | Strategy

Strategy

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.

Theme DevelopmentTheme Development
We seek to develop long-term macro investment themes that transcend economic cycles.
EconomyEconomy
Our economic insight informs and shapes our themes.
Theme EvolutionTheme Evolution
Our themes are contextualized in the current economic environment.
Sectors & ExposureSectors & Exposure
Evolved themes drive and inform our portfolio construction.
Stock SelectionStock Selection
We perform bottom-up analysis on companies in our universe of equities
Risk ManagementRisk Management
Our portfolio and universe of ideas are continually evaluated within our risk management structure.
Theme EvolutionTheme Evolution
Themes are further adjusted to reflect our dedication to intelligently managing risk.
Market InnovationMarket Innovation
Our hands-on, research-based approach ensures that every innovation within our investment universe informs the evolution of or development of an investment theme.

Philosophy

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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