Our Investment Thesis

Social Economy companies are emerging as the new alpha in this Social Era of transparency, connectedness, and stakeholder empowerment. We view the Social Economy as a pyramid comprised of an elite class of companies that operate on the following three tiers: Social Mission, Social Marketplace, and Social Sharing. And the higher a company moves up the Social Economy Pyramid, the faster the rate of value acceleration as they are able to achieve a higher level of disruption and access an increasing number of social value drivers (advocacy, connection, collaboration). The market for Social Economy companies is inefficient as the majority of investors have not yet factored these social value drivers into their analysis and valuation process.

Please email us at info@bradycap.com to receive a complimentary copy of our new report on Zillow titled “Zillow: Disrupting the $75 Billion Realtor-Centric Machine“.