The 1623 Capital investing philosophy.
We believe in learning from history and using that knowledge to our advantage. We take the time to study the investing attributes that have stood the test of time, and we use that knowledge to build a lasting investment legacy that benefits everyone involved.
The strongest results come from strong businesses.
We look for dynamic companies that have an edge over their competitors. We believe these are the kinds of companies that truly serve their customers and have a loyal following of people who love what they offer or depend on it in their everyday lives.
We also believe that it's important to partner with aligned leaders who are dedicated to taking the company to new heights. Through our years of experience, we've learned that the best way to compound capital is to focus on these rare companies, especially those with impressive financial strength and expansive market opportunity.
Valuation matters.
In our experience, one of the best ways to mitigate risk is by investing in businesses that are trading at attractive valuations in comparison to their potential. We look for investment opportunities that have limited downside risk and significant upside potential, which helps to protect our investors' capital.
We also incorporate tactics like using hedges to cushion market drops and stock options in an effort to provide extra income and protection with less capital at risk. Together, these strategies can help protect our investors from significant losses in the event of a downturn.
Sound investing requires an ownership mindset.
At 1623 Capital, we believe we can deliver outperformance for our investors. Investing can be unpredictable and markets change rapidly, which is why we are constantly searching for new opportunities to add to our favorite positions.
By taking a long-term view, we aspire to have low core-stock turnover and to create stable growth for our investors over time. We also believe that it's important to maintain an ownership-minded discipline, which means that we approach investing with the mindset of a business owner. We carefully research each investment opportunity and take ownership of each decision that we make.
Shorting for long-term gains.
Finally, we look for opportunities to short sell lagging companies as the market falls and these companies suffer. By incorporating shorts and hedges into our investment portfolio, we have the potential to provide capital during economic downturns that we can then reinvest for more upside.
In short (no pun intended), we aim for a balanced approach that anticipates short-term market changes to build capital in the long term.
These tactics come together in a comprehensive strategy.
At 1623 Capital, we believe in taking a comprehensive and advanced approach to investing that these strategies into a cohesive investment roadmap. Our goal is to compound value and generate long-term gains for our investors while still buffering market risk, earning extra income, and seeking returns even in challenging market conditions.
Investing can be complex, but we value being open about our philosophy and our process. Each month, we send out investor newsletters and expert commentary pieces that provide detailed information about our investment process and the strategies we're utilizing to generate returns for our investors.
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