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
Microsoft: Business Momentum Has Continued
Greggs: Q4 2025 Update (Quick Note)
Whitbread: A Budget Hotel, But Not a Bargain Stock
BAT: 2025 Year-End Review (Quick Note)
FREE Sample: Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree
Model Portfolio & Commentary
Librarian Capital's Monthly Letter (2025 Year End)
Reading Materials
Fund Manager Comments: Chris Hohn Interview by Nicolai Tangen Full Transcript