Firm Overview
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
James A. Robillard – Founder, Managing Member and 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.
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
♦ 25 years of industry experience
♦ 15 years of portfolio management team experience
Education
♦ BA, Vanderbilt University
♦ MBA, Chicago Graduate School of Business