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 organization. This is why company culture is a focus of our fundamental research, and focus of Pier 88’s management team.

Listen to the the conversation:

Frank Timons' Interview with former Chairman of Microsoft Europe on Innovation and Corporate Cultures
Frank Timons interview with Jan Mühlfeit 

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 was or will be profitable. Additional information including a list of all companies is available upon request.