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10Y Return
+24.3%
vs SPY +12.2%
10Y Sharpe
0.95
vs SPY 0.58
S&P 500
7,498
Near ATH
Fed Rate
3.50–3.75%
Hold 97.7% Jun
GHP · Growth Harvest Portfolio · Buenos Aires

Where Precision
Meets Compound Growth

A technology-first, high-conviction equity portfolio engineered for sophisticated investors who understand that patient capital in the right companies creates generational wealth. AI infrastructure. Cloud dominance. Healthcare innovation. Defense modernization.

Website growth-harvest.netlify.app ↗
10-Year Annual Return
+24.3%
SPY: +12.2%
+12.1 pp alpha
10-Year Sharpe Ratio
0.95
SPY: 0.58
Superior risk-adj. return
+17.2%
20Y Annual Return
0.63
20Y Sharpe
+24.3%
10Y Annual Return
0.95
10Y Sharpe
+20.7%
5Y Annual Return
40
Positions
50%
Tech Sectors
Track Record

GHP vs S&P 500

Illustrative backtested performance vs SPY benchmark across multiple market cycles — bull markets, corrections, and recoveries.

GHP vs SPY — Illustrative Backtested Performance GHPSPY
Annual Returns — GHP vs SPY (2016–2025)
Portfolio Architecture

Industry Allocation

40 positions across 13 industries — each sector included for a distinct strategic purpose. Purposeful exposure to the forces reshaping global wealth.

Weight by Industry
Total Portfolio100%
Investment Philosophy

How GHP Creates Alpha

🔬
Conviction-Driven Concentration
40 high-conviction positions instead of hundreds of mediocre ones. Each position earns its place through rigorous fundamental, technical, and structural analysis. No filler. No index-hugging.
🤖
AI Infrastructure First
The AI supercycle is the largest wealth creation event in human history. GHP overweights semiconductor titans, cloud hyperscalers, and AI software platforms — the companies building and monetizing the future.
⚖️
Risk-Adjusted Excellence
Alpha without discipline is gambling. GHP targets a Sharpe ratio above 0.90 by pairing growth positions with strategic defensives — healthcare innovators, defense primes, and gold — to smooth the journey.
🌍
Global Macro Awareness
FED policy, geopolitical events, sector rotation, and options flow all feed into positioning. We read the market's full language — from put/call walls to central bank signals — before allocating capital.
📊
Multi-Dimensional Analysis
Every position is evaluated across fundamentals (EV, P/E, growth), technicals (RSI, moving averages, key levels), options flow (IV, gamma walls), and qualitative factors including pipeline, moat, and management quality.
⏳
Patient, Long-Term Compounding
Great companies compound. The GHP 20-year track record demonstrates that patience combined with conviction in transformative technology creates extraordinary wealth for patient investors. We invest in decades, not quarters.
The Portfolio Manager

Maximiliano Skowron

Enfoque Latino — Trump, Tariffs & The Fed with Maximiliano Skowron
Trump, Tariffs & The Fed: Markets & AI
Enfoque Latino — Interview with Maximiliano Skowron
▶ Watch on YouTube ↗
Institution
Cohen Aliados Financieros
License
CNV Capital Markets #1669
MBA
Universidad Torcuato Di Tella
Bachelor's
Pontificia Universidad Católica Argentina
500+
LinkedIn Network
40
Active Positions
20Y
Track Record
📺 Featured in Enfoque Latino
Maximiliano Skowron
Financial Advisor · GHP Portfolio Manager
Maximiliano Skowron is a licensed capital markets professional with deep expertise in US equity markets, AI-driven sector analysis, and global macroeconomic strategy. His investment philosophy is rooted in conviction: identifying transformative companies early, understanding the structural forces behind their growth, and holding through volatility with the discipline that long-term compounding demands.

His professional background spans two distinct worlds. Over more than a decade leading commercial strategy at global consumer multinationals, he developed the analytical rigor and executive perspective that now informs how he evaluates business models, competitive dynamics, and management quality in public equities. This operational experience is a rare advantage: he reads financial statements not just as a market participant, but as someone who has built and managed businesses at scale.

As Portfolio Manager of GHP, Maximiliano applies a disciplined, research-intensive framework integrating fundamental analysis, technical signals, options flow, and macroeconomic context. His focus is singular: generating superior risk-adjusted returns for a select group of sophisticated clients who demand institutional-grade portfolio management with a personalized, high-touch advisory relationship.

Fluent in the language of both business and finance, and closely attuned to the dynamics of Latin American investors navigating global capital markets, he serves clients who want more than a generic portfolio — they demand an edge.
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Sophisticated investors deserve sophisticated management. Reach out to Maximiliano directly to discuss how GHP can work for your portfolio goals.