Spyglass Capital Management
Spyglass Capital Management is a long-only, concentrated growth manager based in San Francisco
Focus
Portfolio concentration allows Spyglass to leverage its conviction; Spyglass spends more time researching each portfolio company than a more diversified manager
Consistency and Discipline
Spyglass applies the same approach year-after-year
Patience
Spyglass’s knowledge of businesses, industries and management teams spans years, not quarters, and it uses that knowledge to inform its perspective to invest when opportunity presents itself; Spyglass sticks with its winners
Persistence
Spyglass continually analyzes its process so it can learn from successes and failures. Spyglass is dedicated to improving its process every year
About the Manager
Spyglass Capital Management, LLC is a long-only, concentrated, growth manager based in San Francisco, California. It was founded in 2015 by James A. Robillard, who spent more than eleven years on the research and portfolio management team at Edgewood Management, LLC. Spyglass manages a single strategy – the Spyglass Growth Strategy – a concentrated, long-only portfolio of 25 rapidly growing small to midcap US companies. Spyglass manages money primarily on behalf of institutional clients, including family offices, endowments and foundations, wealth managers, and pension plans.
James A. Robillard – Founder & Chief Investment Officer
Jim founded Spyglass Capital Management in 2015. Prior to founding Spyglass, Jim spent 11 years at Edgewood Management LLC, first as a Senior Research Analyst and then as a Managing Director and member of the Portfolio Management Team for the Edgewood Growth Fund. Prior to Jim’s time at Edgewood, he held positions at Baron Capital Management and Van Wagoner Capital Management. Jim graduated from Vanderbilt University in 1994, and he received his MBA from the University of Chicago Graduate School of Business with concentrations in Finance and Accounting in 2004.
Jake M. Gotta – Senior Research Analyst
Jake joined Spyglass in 2020 as a Senior Research Analyst. Prior to Spyglass, Jake held positions at Balyasny Asset Management as an Analyst where he researched investments in the IT hardware and software verticals; Citadel as an Associate where he researched investments in the internet, media and retail verticals; Silver Lake as a Private Equity Associate focused on buyouts and growth equity investments in middle market technology companies; and Goldman Sachs as an Investment Banking Analyst in the Global Industrials Group. Jake graduated from the University of Wisconsin – Madison in 2008 with a BBA in Finance, and he received his MBA from Harvard Business School in 2015.
Bret J. Wallace – Senior Research Analyst
Bret joined Spyglass in November 2021 as a Senior Research Analyst. Prior to Spyglass, Bret held positions at Surveyor Capital/Citadel as a Hedge Fund Analyst in Consumer Retail, and Deputy Portfolio Manager in Internet & Video Games; White Elm Capital as a Hedge Fund Principal in the Long/Short Global Equity Fund; TPG Capital as a Private Equity Associate; and Goldman Sachs as an Investment Banking Analyst. Bret graduated from the University of Pennsylvania in 2008 with a BS in Economics from the Wharton School and a BA in Philosophy, Politics and Economics from the College of Arts & Sciences.Bret received his MBA from Harvard Business School in 2015.
Denis R. Clohisy – Research Analyst
Denis joined Spyglass in 2017 as a Research Analyst.Prior to joining Spyglass, Denis was an Investment Banking Analyst at Cowen, Inc. in the Healthcare Group.Denis interned at Ikarian Capital, a biotech-focused hedge fund, and Arbela Partners, a private equity search fund.Denis graduated from Southern Methodist University – Cox School of Business in 2016 with a BBA in Finance.