Mission Statement
‍
To compound capital by harnessing the enduring strengths of dominant businesses—maximizing investment returns in the long-term.

Why Focus on Monopolies & Oligopolies?‍

• ‍Persistent Cash Flows – Incumbent scale and network effects often convert revenue into free cash flow at above-market rates.
• Pricing Power – Limited rivalry enables price adjustments that keep real margins intact during inflationary or cost-shock periods.
• Capital Efficiency – Deep moats reduce ongoing reinvestment needs, freeing up surplus cash for buybacks, dividends, and bolt-on M&A.
• Strategic Optionality – A commanding market position creates the latitude to enter adjacent verticals or neutralize emerging competitors.