Investment Philosophy

We invest in a select group of Compound Kings®, each meeting specific standards relating to their industry, competitive position, and reinvestment discipline. We execute a systematic process to evaluate target investments with institutional grade tools.

Compound Kings® generate growing cashflow across cycles.

We find Compound Kings® using three key criteria:


Enduring and predictable return on investment

Insulated from geopolitical and other exogenous risks

Market Position

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

We are long term business owners

Volatility in share prices creates opportunities to make investments below intrinsic value.