Firm Overview
Discipline
Depth and rigor of approach gives the team confidence to take out-of-consensus views
Focus
Portfolio concentration allows Spyglass to leverage its conviction
Patience
The team’s knowledge of businesses and industries spans years, not quarters
Persistence
We continually analyze our process so we can learn and improve
About the Manager
Jim Robillard, Founder
Jim graduated from Vanderbilt University with a BA and received an MBA from the University of Chicago Graduate School of Business with concentrations in Finance and Accounting. Jim worked at Baron Capital Management from 1996 – 1999 and worked at Van Wagoner Capital Management from 1999 – 2002. After graduating business school, he was hired by Edgewood Management LLC in 2004 as a Senior Research Analyst. He was named to the portfolio management team of the Edgewood Growth Fund at its inception in 2006, and he was promoted to Managing Director in 2010. After 11 years with the Firm, Edgewood offered him the chance to start Spyglass Capital Management with the backing of the Company and its senior management. Edgewood is an equity owner of Spyglass and all of its partners are investors in the Fund.
Characteristics
♦ Fundamental growth stock investor
♦ Independent thinking, bottom-up driven
♦ Long-term oriented
♦ Willing to take out-of-consensus positions based on research
♦ Capitalizes on volatility from short-term orientation of many market participants
♦ Deep buy-side, sell-side and company management relationships
Background
♦ Managing Director and member of portfolio management team at Edgewood Management LLC
♦ 20 years of industry experience
♦ 10 years of portfolio management team experience
Education
♦ BA, Vanderbilt University
♦ MBA, Chicago Graduate School of Business (Booth)
concentrations in Finance and Accounting