Our investment process is solely orientated to the long-term where we find that there is minimal competition in thinking about the world seven to ten years from now. We are not focused on the next quarter, the next year or even the next two years.

Long-term Focus

Our investment process is solely orientated to the long-term where we find minimal competition in thinking about the world seven to ten years from now.

Misunderstood Opportunities

We typically target opportunities where the potential is misunderstood, durable growth is under-appreciated, or the technical understanding is too difficult for generalist investors.

Benchmark-Agnostic

We do not manage our fund with traditional benchmarks in mind but curate our portfolio to grow our capital meaningfully above inflation over time.

Transparent Communication

We encourage prospective investors to read our investor letters to obtain a deeper understanding of our portfolio construction, companies, and favored industries.

Our Investment Philosophy

We typically target opportunities where the opportunity is misunderstood; durable growth is under-appreciated or the technical understanding is too difficult for generalist investors. This perception gap leads to very different perspectives between market participants and us.

We do not manage our fund with traditional benchmarks in mind but curate our portfolio to grow our capital meaningfully above inflation over time.

We encourage any prospective investor to read our investor letters to obtain a deeper understanding of how we think about our portfolio construction, portfolio companies and favoured industries.