Sutro Advisors

Welcome to Passport CapitalPassport Capital LLC is a San Francisco based, global investment firm founded by John H. Burbank III in 2000. The firm manages approximately $4.4 billion in assets. Passport's investment process uses a combination of macroeconomic analyses to develop major themes and rigorous fundamental research on individual companies to create global portfolios. The firm's investment team focuses on the following areas: Agriculture, Basic Materials, Consumer, Energy, Financial Services, Healthcare, Capital Markets, Internet / Technology, India and Middle East & North Africa. As appropriate, the firm makes available to its investors co-investment opportunities.Passport Capital is a federally registered investment advisor with the United States Securities and Exchange Commission.

Dragoneer Investment Group is based in San Francisco, focusing on partnering with exceptional businesses globally. The firm invests in leading growth companies that demonstrate sustainable differentiation and possess attractive economic models. With a strategic emphasis on significant investments, Dragoneer targets private companies with invested capital of $10 million or more that have gone public, alongside those with over $500 million in investment. The firm periodically updates its portfolio, showcasing its ongoing commitment to identifying and supporting high-potential enterprises. Generated from the website