Concinnity (n.): A skillfull blending of the parts achieving elegant harmony
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Concinnity Advisors, LP is a Registered Investment Adviser (RIA) founded on the belief that companies maximize their capacity to create wealth by tending to the interdependent needs of multiple stakeholders (i.e., employees, suppliers, customers, and communities). We believe companies that adopt this multi-stakeholder operating system (MsOS) will paradoxically deliver more long-term value for stockholders than those operating with an overemphasis on shareholder value to the neglect of other stakeholders. Our investment research process identifies and evaluates companies that have seemingly adopted an MsOS as the nucleus for their value creation process. Concinnity’s primary focus is public U.S. equities.
Our Investment Theme
The premise that a multi-stakeholder operating system (MsOS) is good for companies, good for capitalism and good for investors is not new. A steady and increasing body of work by researchers, corporate authors, academic authors and management consultants has presented compelling arguments for why companies should adopt a multi-stakeholder operating system. But most notably, societal and marketplace expectations about the companies we buy from, work for, invest in and that operate in our communities, are making the adoption of a multi-stakeholder mindset less of an option.
The thesis underpinning investment products based on our research is that a multi-stakeholder operating system is well aligned with today’s marketplace realities and companies truly committed to it are more likely to thrive.