The Concentrated Growth Strategy

The Genesis of CGS

The Concentrated Growth Strategy didn't start as a corporate product; it began with Paul Ebisch successfully managing his own capital. Uninterested in average returns, he built a personal portfolio of high conviction companies he understood inside and out. As his results stood out, friends and family began asking for his stock tips so they could mirror his moves. What started as casual advice quickly snowballed into a demand that outgrew simple phone calls. Paul realized he needed a professional system to execute these trades efficiently for everyone, not just himself. He formalized his methodology into a scalable model, allowing him to trade multiple accounts simultaneously with the same precision. Thus CGS was born, transforming what was once shared wisdom among friends into a legitimate strategy available to our clients today.

140+

10+ Million

In Assets

Clients

Concentrated Growth Strategy:

FAQs

Why this strategy?

Diversification is for preserving wealth whereas concentration is for creating it. We refuse to settle for average results by owning hundreds of companies we barely know. Instead we bet heavily on our top 5 to 6 highest conviction ideas where we understand the story inside and out. We believe you don't need a hundred stocks to win, just a few wonderful businesses and the patience to let them grow.

What sets us apart?

How is the process structured?

How does the co-management of CGS work?

How do we measure success?

We want to average double digit returns. This will not be even though and is not meant to match up with the returns of the S&P 500. They can vary drastically in any given year. The goal is to buy stocks that have room to move up significantly over longer periods of time, but large price movements many times happen in concise time frames where you needed to be positioned there before they take off.

“If you can identify six wonderful businesses, that’s all the diversification you need. Very few people have ever gotten rich on their seventh-best idea.”

— Warren Buffett

Most strategies simply mimic the index but we actively manage a focused portfolio of a few high conviction holdings. We distinguish ourselves by buying under appreciated companies during consolidation phases rather than chasing momentum like the rest of the crowd. This disciplined patience allows us to enter early and capture significant upside over a longer term cycle.

We view our dynamic as a competitive advantage: you get the guardrails of experience combined with the engine of modern analysis. Paul brings decades of market wisdom to manage risk, while Jace brings a relentless focus and ability to learn quick, allocating time to research and analysis. This partnership ensures we don't rely on outdated models or chase shiny objects, we debate every trade until only the highest conviction ideas survive.

Our process is a rigorous "survival of the fittest" collaboration where Paul and Jace filter hundreds of companies down to a watchlist of structural winners. Once a company passes our fundamental "story" check, we wait for the technicals to align, buying only during consolidation phases when value is disconnected from price. We typically enter with a 10-15% position and require every holding to constantly justify its place against new opportunities or strategic cash.

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Brought to you by the managers of CGS

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