PerformanceFund

Our performance fund will feature our highest conviction stocks. The portfolio’s (pre-launch) performance is 33% over nearly five years and 57% over the last three. While we cannot guarantee these results will be repeated over time, we employ time-tested value-investor principles, and our managers trust a large portion of their net worth in the portfolio.

Performance (average annual returns)

Our Portfolio

4.5 years

3 years

1 year

33%

57%

90%

S&P 500

12%

18%

17%

Sector Weightings:

Our approach:

  1. Lead generation - from great products we discover in our personal life, filings from reputable investors, or from our AI to scan across 3,000+ companies, finding potentially underpriced stocks

  2. Ensure we can understand the business well

  3. Evaluate the business’s economic characteristics and room to grow

  4. Evaluate the business’s competitive qualities

  5. Evaluate the business manager

  6. Ensure the business is trading well below its intrinsic value

  7. If the opportunity looks promising, compare it to the best opportunities already within our portfolio

  8. Several times a year, adjust portfolio weightings as price fluctuations change the appeal of our positions