Spyglass Capital Management, LLC is a long-only, concentrated, U.S. small/mid cap growth manager based in San Francisco, California. It was founded in 2015 by Chief Investment Officer, James A. Robillard, who spent more than eleven years at Edgewood Management LLC (a $61.6 billion concentrated large cap growth firm, as of December 31, 2021), first as a Senior Research Analyst and then as a member of the Portfolio Management Team. Edgewood is a minority owner in Spyglass. Spyglass and Edgewood share a similar investment philosophy and each firm uses a fundamental research framework to execute its long-term investment approach.
Spyglass manages a single strategy with approximately $3.8 billion in assets (as of December 31, 2021) and is available via mutual fund, separately managed account, and a UCITS vehicle. Spyglass has eleven employees, including three Research Analysts (all generalists) who work with Jim on the investment team. Spyglass’s portfolio is comprised of 25 rapidly growing, high-quality, U.S. companies operating across a wide array of industries that are experiencing secular growth trends.