Menhaden has evolved over its relatively short life. It is possible that many investors are under the misconception that it is a “green” fund, aiming to save the world rather than deliver good investment returns. Having met with the management team, we believe the philosophy can be better described as using a “value” focus to identify durable companies, with strong pricing power and very high barriers to entry, aiming to remain invested for the very long term. In taking a long-term view, the ma ....
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Menhaden - Overview
- Published:
04 Feb 2019 -
Author:
William Heathcoat Amory -
Pages:
6
Menhaden has evolved over its relatively short life. It is possible that many investors are under the misconception that it is a “green” fund, aiming to save the world rather than deliver good investment returns. Having met with the management team, we believe the philosophy can be better described as using a “value” focus to identify durable companies, with strong pricing power and very high barriers to entry, aiming to remain invested for the very long term. In taking a long-term view, the ma ....