Watch our year in review video presented by CEO Frank Timons. An alternate version of the year in review is available here. The companies identified do not represent all of the companies purchased, sold or recommended for portfolios advised by Pier 88 Investment Partners, LLC. The reader should not assume that investment in any company […]
News & Press
Growth Investing Utilizing Convertibles
Healthcare spending is becoming a larger share of GDP and an increasingly important sector of the economy to watch. Representing almost 20% of the economy and expanding over the foreseeable future, healthcare is a growth industry presenting opportunities and risks for investors. Convertible bonds may offer an attractive way for investors to capitalize on this […]
Rational Funds Selects Pier 88 For New Partnership
Pier88 is pleased to announce the recently launched Rational/Pier88 Convertible Securities Fund (PBXIX). To learn more about this Convertible Securities Fund (PBXIX), you can read the full Press Release here. The companies identified do not represent all of the companies purchased, sold or recommended for portfolios advised by Pier 88 Investment Partners, LLC. The reader […]
Pier 88 Investment Partners Expands Leadership Team
SAN FRANCISCO, January 31, 2020 PIER 88 Investment Partners, an independent boutique asset management firm is pleased to announce that Mitch McCullough has joined the firm as President and Chief Marketing Officer. In that role, he will manage the organization and spearhead the next leg of growth for Pier 88. “I am excited to be joining […]
Interview with former Chairman of Microsoft Europe on Innovation and Corporate Cultures
As part of our fundamental research process, we met with over 20 companies during the quarter across technology, healthcare, consumer and financial technology. We also had the opportunity to interview the former Chairman of Microsoft Europe, Jan Mühlfeit, on innovation and corporate cultures. In our view, an organization’s culture significantly impacts the performance of that […]
The Price of Innovation: M&A is the New R&D
Technology companies allocate billions of dollars into research in the hope of driving innovation. Over the last two decades the costs have sky-rocketed and companies are accelerating investments to stay ahead of the competition. Many management teams have decided to augment R&D by looking externally and are acquiring pioneering companies. Some investors have pondered whether […]
Convertibles: Equity Participation with Better Sharpe
The Pier 88 Investment Team suggest investment grade convertible securities as an interesting investment opportunity in the current market environment as they provide the potential for equity participation with downside protection. The investment grade convertible securities universe is well diversified across industry sectors, geographic regions and market caps. It also offers a current yield that […]
Sean Aurigemma Joins PIER 88
SAN FRANCISCO, October 1, 2018 PIER 88 Investment Partners, an independent boutique asset management firm is pleased to announce that Sean J. Aurigemma has joined the firm as Partner & Portfolio Manager. In that role, he will serve alongside Frank Timons CEO and CIO for both the firm’s flagship equity and convertible bond strategies. “I […]
Crowded Trades in Technology
Much has been written in the media describing the strong momentum behind mega cap technology stocks. In this paper, we dissect some of the contributors underlying this momentum, while also suggesting theremay be better long-term risk/reward opportunities in other areas of technology. We attribute much of the performance for these names to strong fundamentals, asset […]