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Founder-led Investing

Tim Warrillow, Co-founder of Fevertree Drinks (FEVR:LN) πŸ‡¬πŸ‡§

Founder-led Investing

Marcos Galperin, Chairman & Co-founder of MercadoLibre (MELI:US) πŸ‡¦πŸ‡·

Founder-led Investing

Hiroshi Mikitani, Chairman & Founder of Rakuten (4755:JP) πŸ‡―πŸ‡΅

Founder-led Investing

Daniel Ek, CEO & Co-founder of Spotify (SPOT:US) πŸ‡ΈπŸ‡ͺ

Founder-led Investing

Joe Mansueto, Executive Chairman & Founder of Morningstar (MORN:US) πŸ‡ΊπŸ‡Έ

Founder-led Investing

We invest in the world’s best founder-led companies, growing with them over the long-term as they continue to change the world.
Our focus is on the universe of listed founder-led companies, which include some of the world’s most iconic companies:

Adaptive & unconstrained

Globally adaptive mindset; quality of opportunity is what we seek.
We are free of institutional constraints, are not bound to any geographic, sector-specific or cash limitations, though the flexibility we have does not mean we compromise on the investment criteria; each holding must meet, and continue to meet our risk-reward benchmarks.

25% North
America
45% Europe
30% Asia

Performance

Return generated since inception 7 July 2017:

15.46% p.a.

Return is calculated up to 31 July 2021 after deduction of management and administration fees, with all distributions reinvested

Performance

Recent publications

The all-terrain equities portfolio for today

Money Management magazine, 6 May 2021

The Art of Selling

Firstlinks, 14 April 2021

Learning From Endowment Funds

Money Management magazine, 8 October 2020

Searching for the source of alpha

Money Management magazine, 16 July 2020