A quality, high-conviction global fund
with a long-term focus

We have a concentrated portfolio of no more than 15 businesses. The Claremont Global strategy was established in 2011 and has since demonstrated a consistent track record of outperformance over the last fourteen years. Our strategy currently manages assets of $1.5 billion.

We own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. We are disciplined about valuation and our purchases are made at a discount to our assessment of fair value, providing investors both a margin of safety and upside potential. We do not buy companies based on macroeconomic or political views - be it interest rates, commodity prices, industrial production or regulatory or political changes. We do not own complex, highly regulated, or cyclical businesses, nor do we own turnarounds.

This highly focused research effort allows us the time to focus on the three things that really matter to us:

1. What is the company's competitive advantage and how long can it endure?

2. Is the company run by honest and capable management who allocate capital rationally?

3. Is the company trading at a fair price relative to our assessment of intrinsic value?

As a result, we take the time to get to know our companies and over the years build up a deep collective knowledge of their industry, the company, the management, and their competitors. We then wait patiently until the market provides a fair entry point.