Founded in 2001 by Daniel Strickberger and Stephen Memishian, DSM remains entirely employee- and founder-owned.
We invest our capital alongside our clients, always with discipline, never with speculation.
Our valuation discipline differentiates us from other growth stock managers.
DSM's growth stock portfolio is designed to manage downside risk when aggressive growth performs poorly.
Portfolios are constructed on a foundation of rational P/Es and earnings/sales predictability.
Our intensive proprietary research and earnings models help distinguish between "substance" and "noise."
We intend to avoid speculative, overvalued, momentum-driven growth stocks.
Our team's compensation is tied to client success, not just individual stock performance.