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:

13.77% p.a.

Return is calculated up to 30 September 2021 after deduction of management and administration fees, with all distributions reinvested

Performance

Recent publications

The ‘skin in the game’ portfolio

Equity magazine, July 2021

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