top of page
Investment Advisory and Research
Innovative proprietary investment research and tailored expert advice.
Historically, stock market returns have been highly skewed; the top one percent of listed companies account for the majority of long-term wealth creation. These One Percenters are often founded and led by visionary entrepreneurs who drive efficiency and value for stakeholders. Our approach to investment research is designed to identify and invest in these elite companies, backing the most iconic founders as they build long-term wealth. We provide strategic advice that empowers our partners to align with these unique opportunities for long-term success.
Investment Advisory
We provide investment advisory and consulting services to businesses and individual clients, offering tailored, expert guidance and strategic insights on capital allocation decisions.
Investment Research
Our in-house proprietary research team combines experience and innovation, leveraging data-driven models and analyses. We specialize in sector research, company-specific insights, and advanced company valuation models.
Our Process
At the heart of our investment process lies the 1oc Funnel:
A disciplined, multi-stage approach to identify and back the top 1% of companies.
Screening & Filtering
Evaluation of thousands of companies using proprietary quality and risk criteria.
Deep Analysis
Assessing industry trends, competitor dynamics, and management quality.
Valuation Modeling
Building precise models to determine intrinsic value and expected returns.
Portfolio Construction
Curating a diverse and dynamic portfolio of high-conviction investments.
bottom of page