I am an investor in Global Equities. After more than 10 years with institutional investors, I started managing money for myself and some friends/family in 2019.
I generate returns mostly through owning great businesses over long periods. Since 2008 I have compounded my personal capital by double-digits on average annually.
I believe in intellectual openness and share most of my research online. This site is a catalogue of my work.
Recent Research
Greggs: H1 2025 Profit Warning (Quick Note)
Croda: Likely Beneficiary if Oil Prices Spike Further (Quick Note)
Moody’s: A Wonderful Business at a Fair Price
Diageo: New 5-Year Low & Q3 FY25 Update (Quick Note)
FREE Sample: Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree
Model Portfolio & Commentary
Librarian Capital's Monthly Letter (May 2025)
Reading Materials
Fund Manager Comments: Chris Hohn Interview by Nicolai Tangen Full Transcript