Garden Capital Management

A research driven investment firm focused on identifying underappreciated opportunities in public markets before they become obvious.

Our approach

We invest with a first principles mindset, focusing on companies and industries in the early and middle stages of their S curves. Our work centers on how industries evolve, how technology reshapes competitive dynamics, and where market perception still lags reality. We run a concentrated, conviction led approach grounded in deep research, disciplined portfolio construction, and long term thinking.

 

Meet our team

Two investors running one concentrated, research led portfolio.

Portrait of pretty Caucasian therapist in elegant dress and smiling while standing at modern office.

Gabriel Etessami

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Shawn Behnam

 

The Investor Journal

Long form essays on the themes, companies, and capital flows we track.

Meet the institution that controls the price of money

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The Hidden Scale of Tesla’s Robotics Ambition

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Ark’s New ‘DIET’ ETF: Why It Leaves Investors Hungry

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Goodbye SaaS, Hello Intelligence Platforms: A Thesis Playing Out

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