LASP Capital

LASP Capital is an investment firm focused on publicly-traded equities, employing a long-only strategy with a dedicated focus on global growth companies. The firm targets businesses exhibiting consistent 20-30% or greater growth, serving large addressable markets through recurring or highly re-occurring revenue models. Their analytical framework emphasizes high gross margins, strong sales and marketing returns, negative net working capital, low capital expenditure, and demonstrable operating leverage, while utilizing a proprietary valuation methodology to mitigate risk.

The firm was founded by Douglas Scherrer and Lucas Amoroso Lima, becoming active in December 2020. LASP Capital was established with an insight born from the founders' diverse career experiences as operators, entrepreneurs, and investors in both private and public markets. This blend of expertise informs their investment philosophy, which combines a lean operational structure with a rigorous, private equity-like approach to public market opportunities.

LASP Capital serves investors looking for long-term capital appreciation from high-quality global growth businesses. The firm commits to a multi-year investment horizon for each position, reflecting a patient, conviction-driven approach. Their overarching vision is to identify and allocate capital to the world's premier companies, transcending geographical or industry boundaries, with the objective of generating substantial absolute returns.