Patience and common sense
Gran Fondo Capital is the Public Equity fund of the family office. The investment decisions are inspired by the philosophies of, among others, Warren Buffett and Charlie Munger. We also base our decisions on our own experiences in Private Equity.
The fund has permanent capital and an investment horizon of five to ten years. Furthermore, we only invest in five to eight companies worldwide based on an extensive fundamental analysis.
Selected companies should ideally have a sustainable competitive advantage, management that shares our interests, and the option to reinvest at high returns in acquisitions. When there are no attractive investment opportunities, the fund will hold cash instead.
Examples of past and current investments are: