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INVESTMENT PHILOSOPHY
Think like an owner.
A concentrated, research-driven approach to investing in high-quality public businesses for the long term.
01
Philosophy
Determined focus on buying undervalued high quality businesses.
02
Fundamental Research
Deep analysis of long term business drivers from primary sources.
03
Long Term
Approach investing as business owners with a 3+ year time horizon.
04
Concentrated
Will own 10–15 core public securities, deeply understanding each business.
05
Aligned
Jeremy is the strategy's largest investor. Most of his family's liquid net worth sits in the same portfolio.
06
The Goal
Outstanding investment performance over multi-year and decade-long periods. We measure ourselves in years, not quarters.
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