"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.
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
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.
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
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
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