Tadpole's Investment Philosophy

  • Be opportunistic
  • Focus on smaller companies both in the US and abroad
  • Underwrite from the standpoint of owning the entire business
  • Don't compromise on valuation
  • Weed out bad balance sheets and promotional management teams
  • Earn returns from the business first, and multiple expansion second
  • Lower risk by demanding both quantitative and qualitative margin of safety

Investment Process

Idea Generation

Underwriting

Execution

Monitoring and position sizing

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Learn more about how our investment philosophy can work for your portfolio.