is a global equity manager focused on compounding capital through a long-term, research-driven approach to public markets, with particular emphasis on technology, financial services, healthcare and capital allocators.
About
financial services
technology
healthcare
capital allocators
About
Compounding wealth over time requires discipline, alignment and a commitment to thinking beyond market cycles. We invest in a concentrated group of high quality companies where we have high conviction in the durability of the business and the ability to reinvest capital at attractive incremental returns. Our focus is on long-duration outcomes, and our decisions are guided by fundamental research and an ownership mindset.
for a select group of partners who value alignment and long-term orientation. The Founder is among the largest investors in the Fund. We are paid to compound our partners’ capital, not to gather assets: performance fees apply only to returns above the Total Return of the MSCI AC World Index. We are focused on achieving absolute returns in a partnership framework rooted in transparency, discipline and trust.
through careful company selection, concentrated ownership and disciplined execution. We invest where the durability of competitive advantage, the strength of management and the reinvestment opportunity create favorable conditions for long-term outcomes.