We believe strategic investments within public markets offer the best option for investors looking to compound money over long periods of time.
The firm utilizes a concentrated, long-only strategy to opportunistically invest in high-quality businesses when temporary market volatility or changes in investor sentiment create price/value dislocations. It’s a flexible strategy that can capitalize on conditions in all kinds of market environments.
OUR FOCUS + EDGE
Active, opportunistic investing
Long-term thinkers and investors
Business-value analysis is primary
Our firm was originally founded in 2009 to manage money for the Nixon Family.
We have since branched out to other families who share a similar confidence in long-term, opportunistic investing. The Nixon Family is the largest investor.
OUR INVESTMENT EXPERIENCE
Ray Nixon: 40 years
Paul Moomaw: 19 years
Ryan Nixon: 14 years
Mitchell Lolley: 5 years
Yann Vessely: 5 years
We seek to identify change within high-quality businesses and actively manage positions opportunistically to generate long-term returns for investors.
The market likes certainty; change creates opportunity. Shifts in investor sentiment cause moves that dislocate price from true business value. We seek out high-quality businesses that are undergoing change in fundamentals or a change in structure. Our primary objective is delivering superior returns through a market cycle.
We know what kind of
businesses we want to invest in:
IDENTIFY WHAT IS CHANGING
Fundamental changes and structure changes drive us to study the qualitative and quantitative aspects of all prospective investments.
SEEK OUT SUPERIOR CAPITAL ALLOCATORS
The greatest quality we seek to uncover is a management team skilled at allocating capital — leading to company-specific value creation.
INVEST IN HIGH QUALITY BUSINESSES
Leaders in industry, sustainable business models, high returns, and limited balance sheet leverage are all attributes we desire in an investment.
MANAGE A CONCENTRATED PORTFOLIO WITH ATTENTION TO RISK
Our 20–30 best ideas are analyzed for probability of permanent loss of capital. Valuation is key determinant of position sizing.
Rational temperament allows for opportunistic buying and selling during periods of volatility
A long time horizon and ability to arbitrage human/ machine behavior is an investing edge
We believe the greatest investment firms partner with like-minded clients, which is crucial for long-term success.
The relationship can be truly mutually beneficial when both parties involved understand the goal and the path it takes to get there. Our belief and confidence that active equity management is the best option for investors looking to compound money over long periods of time is deliberately unconventional. We partner with families and individuals who share that belief.