We are a family investment office that also raises SPVs to offer investments to our friends and partners when great investment opportunities arise. We may build an asset management firm with dedicated capital in the next few years.
We focus on public markets (World class compounders) and private markets (Serial Acquisitions models + Special situations) with long-term growth at a reasonable price framework. We define this as companies we could own for 7-10 years with almost no risk of the business quality deteriorating significantly. We like to invest in inevitables, companies that are extremely likely to keep growing EPS at attractive rates that are run with high-quality management. We believe in deep, fundamental research and thinking about owning world-class companies that can fit well within Porter's five forces framework + have high incremental returns on capital. We ascribe to the Charlie Munger philosophy “A great business at a fair price is superior to a fair business at a great price.”
We seek a highly skilled and motivated Financial Analyst to join our team. In this role, you will have the unique opportunity to spend half of your time analyzing and studying world-class businesses in the public markets and the other half identifying similar opportunities in the private markets. We like analysts who are curious and derive a sense of joy from studying businesses. We have worked with world-class investors such as Julian Robertson and hope to teach this analyst some of the lessons we have learned.
Public Market Analysis:
Conduct in-depth research and analysis of world-class businesses in the public markets.
Study financial statements, presentations, 10K reports, and other relevant documents to understand companies' financial health and performance.
Develop financial models and perform valuation analyses to assess investment opportunities.
Synthesize research findings and provide actionable insights to the team.
Private Market Opportunities:
Identify potential investment opportunities in the private markets.
Assist in conducting due diligence on private companies, including analyzing financial data, market trends, and competitive landscape.
Participate in calls with customers, competitors, former employees, and other relevant parties to gather insights and make informed investment decisions.
Utilize research tools, including LinkedIn, to cold-call references and gather additional information.
Work diligently to ensure consistent accuracy in financial analysis and reporting.
Demonstrate creativity in identifying investment opportunities and generating new ideas.
Maintain a high level of passion for the work and an unwavering commitment to integrity.
Bachelor's degree in finance, economics, or a related field.
6+ years of experience in similar roles.
Proficient with Excel.
Proficient English level and excellent communication skills, both written and verbal.
Strong analytical skills with a deep understanding of financial modeling.
Knowledge of public market analysis and familiarity with financial statements, 10K reports, and investor presentations Deep understanding of ROIC and why it matters over the long-haul.
Experience or interest in analyzing private market opportunities and conducting due diligence.
Ability to work independently and as part of a team in a fast-paced, deadline-driven environment.
High level of integrity and ethical standards.
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