The Market Has
Changed. Most
Strategies Haven't.
We help forward-looking investors find the durable, compounding businesses driving wealth in a winner-take-most economy.
This isn’t just a cycle. It’s a structural shift.
Today’s economy favors a few dominant companies, a trend fueled by the internet. Cloud computing, platform dynamics, and intangible assets have changed how advantage is built—and how long it lasts. We believe investors need a new lens to navigate what’s next.
How traditional investing has Fallen Behind
- The best businesses are staying private longer.
- Public markets are saturated with weaker businesses.
- Old-school diversification doesn’t protect against technological disruption.
- Legacy valuation metrics fail to capture intangible-driven value.
In today’s market, survival isn’t success. Compounding wins.
The next era of wealth creation
Tomorrow’s dominant companies will scale not through physical assets, but through software, AI, brand, and network effects.
The winners will be those who combine profitable growth with wise reinvestment, building exponential advantages over time.
Investing in the future means understanding how value is created now.
Built For The Markets Of Tomorrow
At Arrowside Capital, we invest in businesses that are designed to thrive in this new economy:
- Profitable, scalable companies with high cash flow return on invested capital (CFROIC).
- Sustainable growth powered by competitive advantage.
- Founders and leadership teams committed to generating cash that can be reinvested at high rates of return.
- We build concentrated portfolios to maximize long-term impact, owning more of the best businesses, and less of everything else.
- We don’t chase hype. We don’t follow the crowd. We invest where long-term value creation is misunderstood or overlooked.
Position your portfolio for what’s next
Learn how you can invest with Arrowside through our Separately Managed Account (SMA) and Commingled Fund options.
Visit Arrowside Capital
100 Summer St, Suite 1600
Boston, MA 02110