Investment Philosophy

DSM is a bottom-up, idea driven, growth stock firm with an intermediate to long-term investment horizon. Our nine person investment team combines intensive fundamental research with a rigorous valuation methodology that we believe helps to reduce risk and enhance long term returns.

We search for growing businesses with attractive returns, solid business fundamentals, and intelligent management. We believe these businesses typically 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.

Our US Large Cap Growth strategy generally invests in twenty-five to thirty-five companies whose market capitalizations typically exceed $10 billion. Our Global Growth strategy generally invests in twenty-five to fifty companies whose market capitalizations typically exceed $10 billion. Our Global Focus Growth strategy generally invests in twelve or fewer companies whose market capitalizations typically exceed $10 billion. Our Global Dividend Growth strategy generally invests in twenty-five to thirty-five companies. Our International Growth strategy generally invests in twenty-five to fifty companies whose market capitalizations typically exceed $10 billion. Our Emerging Markets Growth strategy generally invests in twenty-five to fifty companies.