OUR STORY

"By Endurance, We Conquer"

-Sir Ernest Shackleton

The Company is named for the British explorer, Sir Ernest Shackleton’s ship, Endurance. Shackleton led the 1914-1917 Trans-Antarctic Expedition.  The story of Endurance is the story of persistence and determination.  Its success was the safe return of all its 28 crew  through the perilous 1,000+ mile open ocean journey across ice-packed, extreme all-weather conditions.

 

It is in this spirit, dedication to fiduciary duty and the tenacity to manage investment risks through volatile capital markets, that the Company began operating, and which it continues to seek to embody today.

Over the last three decades, David Readerman has identified, financed and invested in growth equities across each of the leading technology - driven opportunity sets. Endurance Capital Partners applies a research-driven investment thesis toward technology growth investing. Endurance Capital Partners' objective is to achieve positive risk-adjusted returns in all market conditions.

INVESTMENT STRATEGY

The Company seeks positive, risk-adjusted returns in publicly traded equities in growth sectors

 

·        Capitalize on “S Curve” Growth Dynamics

·        Technology-Driven Themes

·        Equity Valuation Opportunities

Where are you on the "S Curve"?

Time

IPO/Early Cycle

Escape Velocity

Plateau

"Cresting"

Decelerating

Mature

Investment Life-Cycle

"S Curve" Incremental Margins

PORTFOLIO MANAGER

David Readerman, CFA

Managing Member & Portfolio Manager

 

David is the Managing Member of Endurance Capital Partners LLC.

 

Prior to starting Endurance, Mr. Readerman was Senior Vice President of Investment Research at Marsico Capital Management, LLC ("Marsico") from 2003 to 2010. Before Marsico, he was a founding partner and equity growth strategist for Thomas Weisel Partners LLC from 1999 to 2003 and lead equity research analyst in the software and Internet sector at Montgomery Securities ("Montgomery") from 1992 to December 1999. Prior to Montgomery, David worked at Lehman Brothers Holdings Inc., where from 1987 to 1992, he was ranked as Institutional Investor All American research analyst in the software and data services sector.  David is also  author of d.I.R.T (dreaderman Internet Research Trends) – definitive Street research on Internet Bubble 1.0.

 

Mr. Readerman holds an MBA in finance from New York University and a BA in economics from Colgate University.  He is a  Chartered Financial Analyst (CFA) and a member of the San Francisco CFA society. Outside the office, Mr. Readerman teaches a “Money & Investing” Intersession for high school students at The Bay School, 2016 and 2017. Mr. Readerman is a competitive cyclist and a former long-distance marathon/half marathon/10k runner.

PUBLICATIONS

Financing the Growth of High Technology Firms

 

Spring 1983

New York University, Graduate School of Business Master’s Thesis

Multimedia and the Information Highway

 

April 14, 1994

In the Crosshairs

 

April 18, 2000

d.I.R.T

The Day (Year) the Music Died

 

April 23, 2000

d.I.R.T

Bear Claws

 

March 25, 2001

Ode to a Great Growth Stock

 

August 16, 2002

MEDIA

Project Code Rush

The Beginnings of

 Netscape / Mozilla Documentary

 

March 30, 2000

Bloomberg

Readerman Says Apple 'Defying the

Law of Large Numbers'

 

April 20, 2011

Bloomberg

 Readerman Talks about

Tech Fund Strategies

 

August 11, 2011

Bloomberg

Readerman Sees LinkedIn Spurring

Technology IPO Market

 

May 19, 2011

Bloomberg

 Readerman discusses winners and losers in 2015, diversity at Apple, and Microsoft warning email users of hacks

 

December 31, 2015

Bloomberg

Readerman discusses the U.S. job report on the tech sector and Tony Fadell stepping down from Nest Labs

 

June 3, 2016

CONTACT

One Ferry Building

Suite 255

San Francisco, California 94111

+1 415-677-7010

dreaderman@endurancecp.com

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© 2017 Endurance Capital Partners | All Rights Reserved

"By Endurance, We Conquer"

-Sir Ernest Shackleton

Bloomberg

Readerman discusses the U.S. job report on the tech sector and Tony Fadell stepping down from Nest Labs

 

June 3, 2016

Bloomberg

 Readerman discusses winners and losers in 2015, diversity at Apple, and Microsoft warning email users of hacks

 

December 31, 2015