Starfort Capital searches globally for durable advantaged businesses possessing strong economics and management selling for meaningfully less than their growing intrinsic value.  We strive to evaluate companies with the mindset of a private owner - forming an independent assessment of a business’ economic outlook on a long-term basis.  Our core beliefs include:

Partnership: Strong alignment of interest with high quality partners who understand our strategy, have compatible goals, share similar time-horizons, and know what our approach is not capable of accomplishing

Long-term: Focused on achieving our long-term goals and believe the willingness to act when negative near-term data conflicts with strong underlying fundamentals (and then demonstrate patience) is an advantage  

Focus: Primarily search for bargains among great businesses (not the other way around), and pursue a limited number of best ideas to increase analysis and conviction

Agile: Believe our size and geographic flexibility allows us to access deeply mispriced opportunities that’re incapable of moving the needle for larger firms