CrestFin Capital Partners, LLC
Our Focus
We manage an innovative long-bias growth portfolio with a focus on US equities we believe are undervalued and well positioned for sustained earnings growth. We focus our research on fast growing companies in emerging healthcare, biotechnology, information technology, cloud computing, consumer discretionary, and industrial technology sectors.
Our Mission
We endeavor to deliver superior investment performance using a disciplined team-based approach. We strive to build a collaborative culture driven by intellectual honesty, curiosity, and high ethical standards. We maintain a competitive spirit balanced by humility. We treat client capital as our own and see our investors as partners not customers.
Our Experience
Our team has extensive experience working in a wide range of sectors from equity analysis, to cancer research, biotechnology, money management, and hedge fund operations. We seek to combine our knowledge to deliver exceptional investment returns for our clients. We take a long view to investing and rely on diligent “Bottom-Up” research, patience, discipline, and risk management.
Investment Focus
Healthcare and Biotechnology
We invest in companies leading the way in new groundbreaking therapies like mRNA, CRISPR, Car-T therapy, personalized medicine and devices. We target well funded companies that are leading their field of expertise with large, growing portfolios, and leveraging scientific collaborations.
Information Technology and Cloud Computing
Our research shows that a rapid transition to Cloud based computing is underway and expected to accelerate at a >20% annual growth rate for the next 5 years. Software as a Service (SaaS) and Customer Relationship Management Companies (CRM) are another major growth area we will invest in.
Industrial Technology
From electric vehicles and battery technology, to alternative/green energy, robotics, aerospace and automation. These are all major areas of growth that will help fuel and build vehicles, buildings, power plants, and technologies of the future.
Fintech
Digital transactions, point of service payments, and new lending platforms are growing at exponential rates. As bank and social transactions grow in number and complexity so does the need for standalone companies that harnessed digital technologies to upend or disrupt existing financial industries.
Consumer Discretionary
Consumer spending remains strong coming out of the worst global pandemic in over a century. People are back in force spending money on cars, home improvements, gaming, and travel/leisure activities. We expect this trend to continue as the world recovers from Covid and moves forward with life.
Healthcare and Biotechnology
We invest in companies leading the way in new groundbreaking therapies like mRNA, CRISPR, Car-T therapy, personalized medicine and devices. We target well funded companies that are leading their field of expertise with large, growing portfolios, and leveraging scientific collaborations.
Information Technology and Cloud Computing
Our research shows that a rapid transition to Cloud based computing is underway and expected to accelerate at a >20% annual growth rate for the next 5 years. Software as a Service (SaaS) and Customer Relationship Management Companies (CRM) are another major growth area we will invest in.
Industrial Technology
From electric vehicles and battery technology, to alternative/green energy, robotics, aerospace and automation. These are all major areas of growth that will help fuel and build vehicles, buildings, power plants, and technologies of the future.
Fintech
Digital transactions, point of service payments, and new lending platforms are growing at exponential rates. As bank and social transactions grow in number and complexity so does the need for standalone companies that harnessed digital technologies to upend or disrupt existing financial industries.
Consumer Discretionary
Consumer spending remains strong coming out of the worst global pandemic in over a century. People are back in force spending money on cars, home improvements, gaming, and travel/leisure activities. We expect this trend to continue as the world recovers from Covid and moves forward with life.