Discipline & Strategic Vision
Meta Partners offers the best of both worlds: a small, tight team committed to actualizing your goals and the formidable resources of a long-standing company with 40+ years of experience. Everything we do revolves around our clientele. Our dedication to provide outstanding client service and investment outperformance drives us to do our best, every single day.
Whether it’s funding comfortable retirements, supporting philanthropic activities, empowering younger generations, or establishing a legacy, we want to maximize the possibilities that enable our clients to significantly influence their world.
We consider our history of capital appreciation and long-term track record to be evidence of the vision, wisdom, and patience resulting from our many years of experience. Our collaborative approach helps us to reduce risk and maximize returns while our wealth of experience drives our methods of asset selection.
The foundation of our investment philosophy reflects our core values:
Vision, Intelligence, and Experience
Our hands-on approach and devotion to thorough research help us to see many seemingly minor bits of information we come across as opportunities. We consider global issues and absorb knowledge independently. This awareness drives the development of our investing themes, which in turn helps to define our perspective and profit from opportunities others overlook.
Independent Thinking Generates Insights
Long-term big-picture themes that span investment cycles call for a disciplined approach, which naturally means that our investment focus changes to keep pace with, and even foresee, technological developments and global shifts.
Discipline and Agility In Analysis
Both analytics and sociological developments that generate new paradigms and opportunities inspire our analysts and portfolio managers. Seeking fresh insights and new ways to use our in-depth fundamental, quantitative, and technical analytics keeps us passionate about what we do.
Evolution and Innovation
The foundation of the thematic approach we take to investing is based on the knowledge that the world is always changing and moving forward. Often, the most interesting opportunities germinate from this ongoing change and innovation.