With the formation of GSP, Graham plans to expand into additional sports, focusing on three broad categories: adult and youth amateur sports, professional sports, and sports adjacencies (mainly third-party solution providers).
The GSP team leverages Graham’s expertise in thematic investing to uncover high-growth niches within GSP’s target categories through its Investment Theme Program (ITP). The ITP is a standard Graham thematic research program through which the firm conducts top-down research on distinct market sub-niches to identify target companies which may have the potential to yield investment opportunities.