Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

United Kingdom

Switzerland

United States

North West Company, Inc. retails food, family apparel, housewares, appliances, outdoor products, and offers services such as quick-service prepared food, special ordering, money transfers and check cashing.  The Company operates in underserved rural communities in Canada, Alaska, the South Pacific, and the Caribbean.

Kongsberg Gruppen ASA develops, manufactures and markets high-technology aerospace and defense products, as well as systems for armed forces in Norway and other countries.  The Company produces anti-ship missiles, launchers, missile control systems, weapon control systems, and maritime and air traffic surveillance systems.

VF Corporation is an international apparel company. The Company owns a broad portfolio of brands in the jeanswear, outerwear, packs, footwear, sportswear and occupational apparel categories. VF Corp's products are marketed to consumers shopping in specialty stores, upscale and traditional department stores, national chains and mass merchants.

AptarGroup, Inc. designs, manufactures, and markets pumps, dispensing closures, and aerosol valves.  The Company's products are used for fragrance/cosmetics, personal care, pharmaceutical, household/industrial, and food products. AptarGroup operates worldwide.

Diploma plc is a holding company for a group of subsidiaries that distribute and manufacture building components and special seals. The subsidiaries distribute an assortment of scientific and laboratory equipment and telecommunications products. The Company primarily operates throughout the UK, but sells its products internationally.

QinetiQ Group PLC is a science and technology research company formed from the British Governments defense research and development organization.

Garmin Ltd. provides navigation, communications, and information devices, most of which are enabled by Global Positioning System (GPS) technology.  The Company designs, develops, manufactures, and markets hand-held, portable, and fixed mount GPS-enabled products and other navigation, communications, and information products under its own brand name.

Charles River Laboratories International, Inc. provides research tools and support services that enable drug discovery and development.  The Company provides the animal research models required in research and development for new drugs, devices, and therapies.  Charles River's customers include pharmaceutical and biotechnology companies, hospitals, and academic institutions.

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

The Hershey Company manufactures chocolate and sugar confectionery products. The Company's principal products include chocolate and sugar confectionery products; gum and mint refreshment products; and pantry items, such as baking ingredients, toppings and beverages.

Industrials

Materials

Consumer Staples

Consumer Discretionary

Upslope Capital Management

Investment advisor for Upslope Partners Fund, LP, a global long/short equity hedge fund.

Investment Advisor

Investment Advisor, Upslope Capital Management

Quarterly letters for Upslope Capital Management's long/short hedge fund.

Upslope Capital Management
Investment Advisor
• Upslope Capital Management

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Areas of Expertise