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A value-focused private investment partnership
We are looking to partner with like-minded investors who share an interest in investing globally with a patient, often contrarian, value-focused philosophy.
Sonder*
noun.
the realization that each random passerby is living a life as vivid and complex as your own.
Epoch
noun.
the beginning of a period in the history of someone or something, marking a notable change or event.
*as coined by The Dictionary of Obscure Sorrows
Investment Principles
“Take a simple idea, and take it seriously.” - Charles T. Munger
Principle 01
Investing in businesses, not pieces of paper, each with an intrinsic value and a complex story worthy of attention.
Principle 02
Searching for fundamentals that are proven without sophisticated models and viewing global markets as a large auction house.
Principle 03
Finding comfort in inactivity and not interrupting compounding even in bad years, viewing crises as prime bargain hunts.
Principle 04
Categorically avoiding market exuberance, saying no to crowded trades, and exercising the restraint to happily sit out and wait.
Principle 05
Over-allocating in high conviction businesses, weighing each move, while decisively cutting losses on wrong decisions.
Principle 06
Staying away from noise and daily news cycles, caring little about event or earnings driven price movements.
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