Investment Philosophy

Gyrus believes US capital markets are reasonably efficient at a macro level, but security specific anomalies provide pricing opportunities to add value over market cycles.

We seek good investments—not simply good companies.

Gyrus strives to add value over the long term by creating portfolios with valuation characteristics similar to their strategy’s benchmarks but with superior growth characteristics. This is accomplished using sector specific quantitative screening techniques in conjunction with proprietary and “street” fundamental analysis.