The safest way to get what you want is to deserve what you want.
Charlie Munger
What We Do
We manage a concentrated, long-only portfolio of up to ten high-quality names with a decades-plus horizon. We hunt for “young elephants” – small companies with the DNA of future giants and multibagger potential. We also remain opportunistic with fair-quality businesses when valuations are compelling. We strive to compound trust, capital, knowledge, and positive impact over decades.
Our Principles
We are disciplined stewards of trust and capital.
We cultivate “a seamless web of deserved trust” in everything we do.
We seek asymmetric risk and reward: limited downside with massive upside.
We use patience as our core strategy and practice “Slow is smooth, smooth is fast.”
We invest for decades, not quarters: our favorite holding period is forever.
We invest in mission-driven, quality businesses that make the world a better place.
We are continuously learning and unlearning.
We Focus on High-quality Businesses
Global, with a primary focus on U.S., Canada, and Asian companies (HK or U.S. listed).
Software/tech, serial acquirers, e-commerce, durable consumer brands, and low-cost producers.
Micro-cap and small-cap (<US$2B).
Interested to know more about our fund
"The goal is not to be the most successful in the short term, but to be the most enduring." - Charlie Munger