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.