Long-term investing is a marathon: it requires discipline, grit, resilience AND humility
Long-term investing is a marathon: it requires discipline, grit, resilience AND humility
Finding exceptional companies through culture-led research. Allow us to help compound your wealth.
Culture-led. long-term.
Built to compound.
Mission
To deliver strong long-term net returns adjusted for risk
purpose
To win the respect and the deserved trust of
our investment partners*
To win the respect and the deserved trust of our
investment partners*
*With thanks to Charlie Munger
Values
Quality
Quality is the North Star that guides everything we do: what we invest in, how we go about it, and the relationship with our investment partners
Philosophical Edge
Confidence = Humility
Confidence to act on conviction balanced by humility to admit a mistake and course-correct
Patience
Collective patience of the portfolio manager and our investment partners allows us to focus on the long-term, which creates a durable competitive advantage
Temperamental Edge
Temperamental Edge
Duration Edge
Discipline
Discipline to follow the process, irrespective of the short-term results, is vital for long-term outperformance
Intense curiosity
Cross-discipline reading creates an analytical latticework of mental models that leads to stronger long-term results
Analytical Edge
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