GSV Asset Management

Michael Moe, the founder and CEO, is the central figure in the investment process and is widely regarded as a preeminent authority on growth investing. He co-founded ThinkEquity Partners and led global growth research at Merrill Lynch. Partner Luben Pampoulov also serves on the investment committee, bringing leadership and technology investing experience. The firm emphasizes a blend of systematic top-down and fundamental bottom-up analysis for all decisions.

GSV Asset Management is a multi-product asset management firm, not a family office. It manages capital for accredited institutions and high-net-worth individuals through growth-oriented strategies. The firm is part of a broader 'modern merchant bank' called GSV, which also advises and incubates growth-stage companies.

GSV invests across the valuation spectrum in both public and private companies. Its portfolio construction explicitly manages market exposure and holding periods, indicating a mandate that spans highly liquid public growth stocks and illiquid private ventures. The firm describes its focus as identifying the fastest-growing companies globally, regardless of their status as public or private.

The firm targets sectors at the intersection of megatrends and innovation, with a disclosed and significant concentration in Education Technology (EdTech). Michael Moe is a board member or observer at Coursera, Course Hero, Class Dojo, and Parchment. The team's prior experience at VantagePoint Capital Partners and the firm's broader mandate also cover enterprise software, consumer tech, and digital marketplaces, as seen with the investment in SharesPost.

The firm's deal flow is closely tied to its brand and intellectual property. Michael Moe's books, 'Finding the Next Starbucks' and 'The Global Silicon Valley Handbook,' codify his methodology and attract entrepreneurs globally. The firm also leverages a systematic idea-generation process that studies megatrends and 'negatrends' to identify investment themes, coupled with relationships from Moe’s decades-long career as a top-ranked sell-side analyst.