It's all about

compounding.

Factsheet

The Hartmutson Portfolio is a fundamental, long-only, public equity investment strategy. Its goal is to provide returns above the general market over the long-term by investing in a small number of great businesses run by great managers.

 

Companies are selected based on three main criteria:

1. Is the company growing a durable competitive advantage? 

2. Is management high caliber that thinks and acts like owners? 

3. Does the current price provide an attractive return if the company is owned for 10+ years?

Opportunities are difficult to find, so if a company meets our criteria, the Portfolio will take fairly concentrated positions in its highest conviction ideas, typically holding 10-15 companies. 

The best way to learn more about the Hartmutson Portfolio 

investment strategy is to read our memos and Co-Investor

letters.

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