Growth superinvestors: 8 tracked on HoldLens
Pay full price for businesses compounding above the cost of capital. The math: a high-quality compounder at 30× earnings beats a 10× value trap once the time horizon stretches.
Tech-heavy. Concentrated. Holds through volatility on quality conviction.
Refuses to anchor on backward-looking multiples; buys what others call expensive.
Tracked growth investors
- Stephen MandelLone Pine Capital
Long-only growth at a reasonable price. Deep research. Tiger Cub.
- Chuck AkreAkre Capital Management
The three-legged stool: great business, great management, great reinvestment.
- Terry SmithFundsmith
Buy good companies. Don't overpay. Do nothing.
- Polen CapitalPolen Capital Management
Concentrated quality growth. 20-30 names only. Hold forever.
- Chase ColemanTiger Global Management
Crossover investing — public + private tech growth, held long.
- David RolfeWedgewood Partners
Concentrated quality. 20 businesses maximum. Buffett-disciplined.
- Dev KantesariaValley Forge Capital
Extreme concentration — 5 to 8 positions. Quality compounders only.
- Tom SlaterBaillie Gifford (Long Term Global Growth)
Growth at scale. Patient capital. Asymmetric upside on transformational companies.