Public equity

Stock markets are well known for their manic volatility and emotional pricing, as the pendulum consistently swings from greed and euphoria, to fear and outright panic.

So how does one outperform in such an unpredictable and highly competitive environment?

Most investors react to news headlines and chase an informational edge, trade for short-term gains, buy recent hot trends, and most popular shares. We don’t anchor on such strategies, nor do we entertain short-termism.

We invest permanent and patient capital into the highest-quality businesses, with sustainable competitive advantages, pristine balance sheets, top-tier management, and most importantly reinvestment & compounding optionality.

Despite the fact these businesses trade on public exchanges minute by minute, we treat each and every investment as private equity ownership with a very long-term focus and with an edge coming from the behavioral & psychological discipline.

Interested in investing alongside us in the stock market?

Please get in contact.

Links to case studies:
buying USA stocks in October 2011
buying Oil & Gas sector in October 2020.