INVESTMENT PHILOSOPHY

At Bossert Capital, we are value investors. We have an unconstrained investment mandate, which allows us to invest globally, in any industry, and across the entire market capitalization spectrum. Our core investment tenants are as follows: ​

  • Focus on high-quality businesses that have durable competitive advantages and enduring growth tailwinds.​

  • Partner with exceptional management teams that are well aligned with shareholders.​

  • Act infrequently, only when a truly compelling investment opportunity presents itself and is available at an attractive valuation that provides a strong margin of safety.

  • Operate with a long-term and patient investing mindset. We make all investments with an ownership mentality and intend to own many of our holdings for a decade or longer.

  • Concentrate our portfolio only in our best investment ideas that we have deep expertise in as a result of rigorous investment research.