Ward Capital Management Information

Ward Capital Management is focused on a long-term growth strategy and investment outlook. The firm will typically hold investment positions for 5 - 10 years on average, sometimes as many as 18+ years. The firm prefers to invest in mega-trends driven by broad societal and demographic trends. Trends where demand is expected to remain steady for years, or even decades. The firm seeks to invest in companies that have strong management teams, investing in people not assets. We seek companies that have strong growth opportunities, are appropriately financed, have competitive advantages, and are a leader in their field. WCM places a unique focus on the strength of the management teams of the companies we invest in, looking for credible, dependable, trustworthy leadership. This has been the guiding principle since inception and remains of paramount importance governing all investment decisions for the firm.