Our Investment Philosophy

We seek to invest in businesses with a strong competitive advantage, owner-oriented management committed to a long term strategy. These businesses are rare, and we prefer patience over rushing into supbar opportunities that may lead to mediocre investments.

Engage with Us

Once a month, we’ll release a letter about a company we’ve researched, and occasionally, we’ll post about topics outside of investments that we find interesting. You can also expect an annual letter reviewing the fund’s performance and discussing investing issues at large.

We’re eager to make this journey interactive and beneficial for all our partners. If you have any questions about our investment strategies, or if there’s a particular topic you’d like us to explore, please feel free to reach out.

Sneak Peek: What’s next for Gorilla Capital ?

Next month, we’ll explore a company that has grown its net income at a 9.65% CAGR, reduced its share count by 6.37% CAGR, and averaged a remarkable 30% ROIC over the past decade. This business also operates in a strong duopoly, giving it a competitive edge. Any guesses? Feel free to reach out (: