Disclaimer: The opinions contained on this site are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned or to solicit transactions or clients. Past performance of the companies discussed may not continue and the companies may not achieve the earnings growth as predicted. The information in this document is believed to be accurate, but under no circumstances should a person act upon the information contained within. We do not recommend that anyone act upon any investment information without first consulting an investment adviser as to the suitability of such investments for his specific situation. A comprehensive due diligence effort is recommended.
Seeking Understanding Through the Noise:
Our Defining Characteristics
Firm Contact: Brian Pitkin, firstname.lastname@example.org
URI Capital Partners opened in August of 2012 and has garnered annualized returns of 12.5%, after all fees, through the end of December 2018 (112.8% cumulatively, after all fees). Undertaking deep, fundamental analysis leading to a high conviction portfolio provides a strong foundation for continued strong returns.
URI Capital Partners is a long only investment fund focused on a highly concentrated portfolio of publicly traded companies. While our concentrated, long only strategy may present more volatility in the short term, we are not willing to sacrifice higher potential longer term returns for a more comfortable journey. Investing in enduring businesses at good valuations, avoiding leverage and requiring margins of safety serves to solidify our foundation and protect investor dollars.
Markets go up and markets go down. But enduring businesses remain.