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We invest in companies that demonstrate durable competitive advantages, exceptional management, and the ability to grow for the long-term by reinvesting free cash flow at high returns.
Schedule a MeetingPrices of financial instruments change much faster than their actual intrinsic value. Fundamental analysis enables us to estimate the true value of a company. It includes detailed and systematic analysis of industry trends, competitive dynamics, company’s business model and historical financial results.
Although most relevant research’ shows that strategies based on high portfolio turnover achieve lower returns, most of the Wall Street investment firms have an average holding period of an investment of only 11 months.
Myopic focus on most recent events drives investors to pay high prices for what is currently popular or to sell out-of-favor companies at unreasonably low prices. Investors with longer investment horizon of 3-5 years can gain substantial competitive advantage over short-term oriented investors.
Average holding period of an investment at Wall Street investment firms
Higher trading costs
Speculative trading doesn’t consider long-term potential of company
Exposed to short-term volatility in the markets
Expected holding period of an investment at N3CP
Lower trading costs
More time for company to achieve its long-term potential
Avoiding short-term volatility in the markets
When constructing investment portfolio for our funds we rely on detailed and systematic analysis with the goal to identify great companies at reasonable prices.
Contact us with all your inquiries and we’ll answer them as soon as possible.