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Curated perspectives and analysis to illuminate where we see the most compelling long-term durable investment opportunities.

Own The Irreplaceable.

Long term, fundamental investors, focused on high-quality global equities.

Why I Left Wall Street to Build a $100M Fund on the Beach
Why I Left Wall Street to Build a $100M Fund on the Beach
Founder's Story Podcast · June 2025
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Business Insider
5AM Capital Surpasses $100 Million in Funds Under Management
Business Insider · May 2025
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Rethinking the US Economic Powerhouse
Rethinking the U.S. as an Economic Powerhouse
Small Business Connections · May 2025
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Forbes
Quietly World-Class: The Boutique Fund That's Outperforming Global Titans
Forbes · May 2025
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Ticker News Interview
5AM – Ticker News: Global Stocks to Outperform in 2025
Ticker News · May 2025
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Eurofins Scientific
50% Upside in Eurofins Scientific
Livewire Markets · May 2025
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Dial Down US Exposure
5AM – Dial Down US Exposure
Azzet · Apr 2025
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Investment Markets Debate
5AM – Investment Markets Debate on Trump 2.0
Investment Markets · Mar 2025
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The Toll Road of the Internet
The Toll Road of the Internet
Livewire Markets · Feb 2025
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Why Monopolies Outperform
Why Monopolies Outperform
Livewire Markets · Jan 2025
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