Quantamental Value

Quantamental Value is a private, invite-only platform designed to provide transparent access to our portfolio insights. It offers a clear view into our track record, investment philosophy, core strategy, and ongoing reporting—including quarterly and annual performance updates, market letters, and analysis of key developments shaping the investment landscape.

Our investment approach is built on a disciplined core-satellite framework rooted in the principles of value investing. The core portfolio concentrates on high-quality U.S. businesses with strong fundamentals, durable competitive advantages, and prudent capital allocation. Around this core, we selectively pursue global opportunities and employ options in situations where the risk-reward profile is compelling and asymmetric.

The mission of Quantamental Value is to integrate rigorous quantitative work with deep, fundamental research, all guided by rational, long-term decision-making. We aim to identify enduring opportunities, compound capital prudently, and build a fortress balance sheet of our own—anchored in disciplined analysis, intellectual honesty, and a commitment to continuous learning.