Exponent Investment Management

Exponent Investment Management is an investment management firm that focuses on managing client wealth and creating long-term financial stability for their clients. Their turnkey personalized approach enables clients to manage their own assets without having to rely on other individuals or organizations for financial independence.

The firm specializes in backing family or founder-owned businesses and “corporate carve-outs”, such as the online rail ticket seller Trainline that was bought by Virgin in 2014. It is also known for investing in Ireland-based companies, with recent examples including H&MV, a Limerick-based specialist in high voltage engineering and design, and Ethos Engineering, which provides sustainable data center designs.

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Its ESG platform enables the firm to identify opportunities for improvement in portfolio company operations and to drive strategic decisions. It has also enabled the firm to improve transparency with its limited partners, allowing them to understand how ESG is being considered in each investment decision.

Exponent is a fiduciary, meaning it has a legal responsibility to put its interests before its own. This is a key differentiator from other financial firms, which often do not have the same level of fiduciary responsibility to their clients.

Exponent has a Stock Grading of C+, which means it is an average stock. The stock has a Growth Score of D+ and Momentum of D-. A+ Investor, our robust research suite, gives investors access to a complete set of grades for value, growth, momentum, quality and earnings revisions to help make informed investing decisions.