Providence’s public equities group (“Providence Public”) is focused on publicly traded securities across the technology, media, telecommunications and financial sectors.
We employ a patient and multi-year investment time horizon that embraces volatility and the opportunities it creates. The dedicated Providence Public team is primarily responsible for idea generation and due diligence.
Sector specialization, concentration, a longer-term investment horizon and embracing public market volatility are the hallmarks of the Providence Public team. The team is focused on companies that have the potential to take market share in large and growing addressable markets and that we believe will have the ability to translate revenue growth into sustainable longer-term free cash generation.