Investment Philosophy

High quality companies that can compound for many years acquired at a significant discount to our assessment of their intrinsic value

The 5AM Capital Way: Long term, fundamental investors, focused on high-quality global equities.

We specialise in global quality monopoly style businesses

We look for monopoly/oligopoly style businesses that have the pricing power required to generate stable revenues and free cash flows. Often, these businesses lie in the online classifieds, enterprise software, physical/cloud infrastructure or testing and commissioning sectors.

This strategy identifies investments that will compound earnings and returns for clients, over the long term.

"Value-Growth-Preservation" Style

Our investment approach is a mix of Value fundamentals (Graham & Dodd, Buffett) with Growth (Fisher) and not-losing money (Marks) investment philosophies. We aim to buy high-quality long-term companies cheaply. We assess ‘intrinsic value’ over the medium to long term.

Listed Equities

Global listed strategy has delivered strong returns: 15% since inception of 5AM Capital (2022) and 30% compounded return in prior CIO role (2017-2021).
Our Listed Equity Investment process results in a high conviction portfolio of businesses with

Predicable revenues and earnings
Ability to invest significant amounts of capital in their business at high rates of return
High operating margins and free cashflow metrics over time
Strong balance sheets
Durable competitive advantages.

Investment Philosophy

The 5AM Capital Way: Long term, fundamental investors, focused on high-quality global equities.

We specialise in global quality monopoly style businesses

"Value-Growth-Preservation" Style

Listed Equities

Protect and grow your family capital and legacy.