Overview
Investment Objective
Cultivate wealth through patient ownership of enduring, high-quality compounders.
Investment Strategy
Long-term absolute return strategy targeting 15% post-fees annualized excess returns over S&P 500.
Investment Approach
Fundamentals-driven investing, focusing on companies with strong business models and promising growth outlook.
Portfolio
Long-only growth strategy with a concentrated portfolio of ~20 holdings.
Risk Level
Lower risk level with a higher Sharpe ratio for favorable risk-adjusted returns over S&P 500.
Portfolio Construction Philosophy
Prioritize investments in high quality and fundamentally sound companies with realistic upside potential.
A disciplined, repeatable investment process consistently outperforms reactive or frequent decision-making.
Portfolios are built on conservative assumptions, durable business models and long-term financial strength.
What we avoid
- Fragile Balance Sheets – high debt, volatility, or cyclicality.
- Poor Capital Efficiency – low ROIC, high leverage, unclear reporting.
- Speculative Stories – thematic bets with no visibility on earnings.
Performance
Key Timelines
