Compound Kings® represent a select group of companies, each meeting specific standards relating to their industry, competitive position, and reinvestment discipline. We buy and hold them for years.
Enduring and predictable return on investment
Insulated from geopolitical and other exogenous risks
Leading products with obvious marketing and distribution advantages
Narrow set of competitors with high competitive differentiation
Ongoing opportunities for high quality reinvestment
Exceptional management that acts as owners
Volatility in share prices creates opportunities to make investments below intrinsic value.