https://www.initiativeequitypartners.com/privacy-policy daily 0.75 2021-10-31 https://www.initiativeequitypartners.com/terms-of-use daily 0.75 2021-10-31 https://www.initiativeequitypartners.com/researchstrategy daily 0.75 2023-06-23 https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613097439033-Z5CCOJ92SMIKO321FVWX/21SP-SHAPERS-INYT-2-videoSixteenByNineJumbo1600.jpg Research Strategy - I. EXPEDITION. INITIATIVE’s research and investment team begins the journey of identifying the ever-changing forces that are taking place in our world. Our open research infrastructure begins with the nexus of events changing the world, to locating the factual data that affects it. The foundation begins with the inclusion of force field developers who are the leaders in their respective fields, to gathering studies, results & insights as companies, governments, & people respond to the ever-changing forces. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613098496703-0R1F9UCONGCD1MLRQ57C/ARROW+%282%29.png Research Strategy https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613097021027-0YVHK3N5WNSRXAQST07A/nasa-Q1p7bh3SHj8-unsplash+%283%29+%281%29+2.jpg Research Strategy - III. VALUATION. An investment is only as secure as the underlying financial analysis. The targeted companies are prioritized with multi-pass DCF valuations and iron-clad inflation-based metrics in order to make decisions based on conservative realistic projections only. We build out revenue models for the next 5 years for each company taking into account the deviating external forces at play such as the difficulty of volume growth, expense inclines, market adoption, geopolitical forces, third-party product reliability, management & governance, taxes, inflation, etc - that can cause a downside deviation in its ability to grow earnings and cash flows & maintain its competitive advantage in the marketplace. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613098573397-DJALM7E2R3AK5G66TH36/ARROW+%282%29.png Research Strategy https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613098534688-H6O1BNBIUSCACQMD1HZA/ARROW+%282%29.png Research Strategy https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613096895600-OG99ZN6Y1NGZG9YL0OQN/sophia-robot-advocating-womens-rights%2B2.jpg Research Strategy - II. TRANSFORMATION. Following the vast data collected and analyzed, our team begins the quantification process on a multi-year basis utilizing cost-curves, models and simulation analysis of every hypothetical possible. This in turn allows the forces at play to transform into more concrete solutions where demand for that issue is needed. It allows us to understand where & how demand is shifting, the competitive advantage of that demand, and its intrinsic value on a global basis. Through this process, specific companies are identified as they continue up the chain of analysis. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613097269957-68QZ6VM3RZ8C4R5L8XJ6/spacex-NG0Ne6SUrSM-unsplash.jpg Research Strategy - IV. RISK MANAGEMENT. INITIATIVE monitors the underlying investment thesis of every company during weekly portfolio and research meetings. Generally, INITIATIVE will trim or add to positions to, among other things: (i) take advantage of opportunities created by short-term negative market actions or market sentiment; (ii) provide liquidity to invest in companies in which INITIATIVE has relatively more confidence; or (iii) fund names that INITIATIVE believes offer relatively more market opportunity relative to current price. INITIATIVE may sell a company if the company is drastically changing, or our investment criteria is no longer supported, or we believe a company is no longer presenting opportunities for further growth. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613095831198-9V6VG6I7193NB3S9UN50/divider-line-png.png Research Strategy https://www.initiativeequitypartners.com/home daily 1.0 2025-11-04 https://www.initiativeequitypartners.com/contact daily 0.75 2023-11-08 https://www.initiativeequitypartners.com/the-initiative-difference daily 0.75 2021-08-23 https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/1613178536237-VMVT3IXMLEDK0JVYGN62/divider-line-png.png The Initiative Difference https://www.initiativeequitypartners.com/portfolio daily 0.75 2025-11-18 https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/ac592e20-0072-4994-827d-96e7f782ecb6/Virgin_Galactic_logo_%282022%29.svg.png Portfolio - Make it stand out Virgin Galactic Holdings Inc is a United States-based vertically integrated aerospace company pioneering human spaceflight for private individuals & researchers, and it also manufactures advanced air and space vehicles. Using technologies, the company is developing a spaceflight system designed to offer its customers a multi-day, and transformative experience. This culminates in a spaceflight that includes views of Earth from space and several minutes of weightlessness that will launch from Spaceport America, New Mexico. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/16afd750-f4a4-4195-bc59-66a1d91cbc4d/LOGO-ArtIn-Energy-VERTICAL-01.png Portfolio - Make it stand out ArtIn Energy is a leader in solar energy with proprietary applications in the segments of Photovoltaic Modules, Green Hydrogen, Intelligent Energy Storage Systems, and Sustainable Architecture. Since 2017, ArtIn has developed and constructed 40+ solar power plants, with an installed capacity in Generation Assets of more than 23,000 KWp and the reduction of 6.4 Million tons of CO2 from the atmosphere. The Company is Headquartered in Tampa, Florida. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/4d283bbe-fe89-447d-8aaa-82da0cd47aeb/Genmab.svg.png Portfolio - Make it stand out Genmab AS is a Copenhagen-based biotechnology company specializing in antibody therapeutics for the treatment of cancer. Genmab's proprietary antibody technologies are DuoBody, HexaBody, DuoHexaBody, and HexElect. Johnson & Johnson partnered with Genmab to create Darzalex, which is regarded as the standard of care for multiple myeloma and is Genmab's leading product. Genmab also has Tepezza for thyroid eye disease (partnered with Horizon), Kesimpta for relapsing multiple sclerosis (partnered with Novartis), Rybrevant (partnered with Johnson & Johnson) for non-small cell lung cancer (NSCLC), Tivdak (partnered with Seagen) for cervical cancer, and Epkinly (partnered with AbbVie) for diffuse large B-cell lymphoma. Genmab has several pipeline candidates targeting other oncologic indications. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/3fdede94-cc00-42c8-aa29-45e169d700f8/Noryth+Logo+Alternative+v3.png Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/af279ab0-f020-4b3a-a055-fa3fc9203480/AMN_BIG-a06bca94.jpg Portfolio - Make it stand out AMN Healthcare Services is one of the largest healthcare staffing companies in the United States. In 2023, it offered more than 13,000 nurses and allied healthcare full-time workers with provider clients nationwide. About two thirds of its business is generated from its temporary nursing division; the other third is generated from its physician placement and technology-backed workplace solutions divisions. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/ed353c81-ae86-4329-9349-bf6358bd4ae7/png-transparent-amd-advanced-micro-devices-white-hd-logo.png Portfolio Advanced Micro Devices operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products. https://images.squarespace-cdn.com/content/v1/5f3468256bbee1402e8ecff1/36af47e1-1753-4e4c-b587-f728328615bb/D.R.-Horton-Logo-1536x864.png Portfolio - Make it stand out With operations in 126 markets across 36 states D.R. Horton is the leading homebuilder in the United States. D.R. Horton mainly builds single-family detached homes (87% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.