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The Inflection Five Portfolio was created to satisfy the requests of financial advisors to provide our best growth ideas, understanding they would need to add some kind of risk mitigation strategy based on a client’s investment profile.

We do the research and curate our best growth ideas unfettered by any risk parameters, and let advisors add the risk management component themselves.

Our decades of researching investments and managing money have made clear to us that there are points of inflection where a company can experience extraordinary growth on a long-term basis. We have identified five major areas that can signal a potential growth inflection. They are:

  • Disruptive Technology
  • Re-Imagined Business Model
  • Outsized Investment Cycle
  • Behavioral Trend
  • Earlier Adopter 

Through the lens of these five areas, we can see potential opportunities as they unfold. Our validation process confirms the signal and -Voila!-The inflection Five Portfolio is born!

Download the Guide Book, check our picks, and see the five points of inflection in action. Also, see if you can identify the points of inflection in the companies you are following–and most of all, don’t forget to add the risk mitigation strategy before you invest.

Validus Growth Investors, LLC seeks to invest in companies at every stage of their growth. From startups to publicly traded companies, our research identifies inflection points that have the potential to produce meaningful growth and income for the clients we serve.

Investment Advisory Services are offered through Validus Growth Investors, LLC (“Validus”), an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any security or any investment product of Validus. Validus does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Intended for educational purposes only and not intended as individualized advice or a guarantee that you will achieve a desired result. Opinions expressed are subject to change without notice. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.