Overview

DSM Capital Partners was founded by Daniel Strickberger and Stephen Memishian in February 2001. At the end of July 2008, with fourteen employees, the firm manages over $1.6 Billion. The firm is located in Westchester County, New York.

DSM Capital Partners is an SEC registered investment advisor offering separately managed growth stock accounts. The firm provides both large capitalization and SMIDs (small and mid-capitalization) portfolios for both individual and institutional investors.

Investment Philosophy

DSM Capital Partners is a bottom-up, idea driven, growth stock firm with an intermediate to long-term investment horizon. We combine intensive fundamental research with a rigorous valuation methodology that we believe reduces risk and enhances long term returns.

Our large capitalization portfolios are invested in twenty-five to thirty-five companies whose market capitalizations are in excess of $2 billion. Our SMIDs portfolios are invested in thirty-five to forty-five companies whose market capitalizations are under $10 billion.

We invest in growing businesses with attractive returns, solid business fundamentals, and intelligent management. Normally these businesses will have projected revenue and earnings growth of at least 10% annually and will frequently have higher returns on equity and assets than the average business. In addition and at least as importantly, the financial returns of the businesses are typically stable or rising, driven by improving business fundamentals.

We may hold cash in accounts when we find the valuation of growth stocks to be unattractive. We may also invest this cash in U.S. government securities of various maturities depending on our view of the direction of interest rates.