Fund Philosophy

Principled Capital Partners is a public equity partnership launched in September 2021 with the belief you can “beat the market” by applying sound investing principles. Through the end of 2024, that belief has held true, with the fund returning 11x more than the S&P 500 over the same period.

Below are the principles we adhere to when managing the fund:

• Quality over quantity: Maintain a concentrated portfolio (read more here)

• Long-term orientation: Embrace short-term volatility and pick investments positioned to do well in the long run. (read more here)

• Contrarian thinking: Beating the market requires thinking independently and identifying truths widely ignored by others. (read more here)

• Incentive alignment: We do not charge management fees; we only charge performance fees, aligning the incentives between the fund managers and investors.