Value investing. Exceptional returns.
Following the proven principles of Benjamin Graham and Warren Buffett,
we invest in quality businesses at attractive prices with a long-term horizon.
2024 Net Return
Founded
Mgmt Fee
Performance
Concentrated investments in exceptional businesses with durable competitive advantages.
Strong competitive moats, predictable cash flows, and intelligent capital allocation.
We only invest at significant discounts to conservatively calculated intrinsic value.
Concentrated positions held for years, allowing compounding to work its magic.
Comfortable holding cash when opportunities are scarce. No forced deployment.
We delivered a 20.5% net return in 2024 through disciplined stock selection and opportunistic cash positioning.
2024 Net Return
Transparent. Aligned. Long-term oriented.
Founded in 2023 to apply proven value investing principles with discipline and patience.
Quality companies with competitive moats, strong cash flows, and intelligent management.
— Warren Buffett
We welcome discussions with qualified investors who share our long-term philosophy and commitment to value creation.
Note: Past performance does not guarantee future results. Investment involves risk of loss. Please read our full disclaimer before proceeding.