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.
Ruth R. Bryson – Managing Director
Ruth joined Spyglass in July 2023 and is a Managing Director. Prior to Spyglass, Ruth held positions at Vetamer Capital Management as Managing Director and Co-Founder; Highline Capital Management as Technology Sector Head; Criterion Capital Management as Co-Sector Head of Software; Cisco as a Business Development Analyst; and Franklin Templeton as a Securities Analyst. Ruth graduated from Princeton University in 2005 with a BSE in Mechanical & Aerospace Engineering, and she received her MBA from the Stanford Graduate School of Business in 2010.
Denis R. Clohisy – Senior Research Analyst
Denis joined Spyglass in 2017 and is a Senior 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.