TIMESHIFT CAPITAL MANAGEMENT, LLC

Thesis

TimesSquare Capital Management, LLC, founded in 2000 and based in New York, is a growth equity investment management firm with approximately 41 employees. The firm specializes in identifying equity securities with high potential for price appreciation, driven by proprietary fundamental research and a disciplined, bottom-up selection process. Key investment criteria include strong corporate management, sustainable competitive advantages, consistent growth potential, targeted price appreciation over 12-18 months, sound financial health, and favorable market dynamics. Their research involves on-site visits and discussions with industry participants. As of March 26, 2026, their 13F-derived AUM was approximately $5.89 billion. The firm primarily invests in U.S.-listed equities.