Valuation-sensitive equity research and long-term capital allocation built exclusively for institutional investors. Focused on durable economic moats, capital reinvestment discipline, and multi-decade compounding.
"True capital compounding requires the courage to concentrate in exceptional businesses and the patience to let visionary founders execute."
Long-term visionary governance and aligned shareholder incentives. We partner with leaders holding substantial equity and multi-decade commitments.
Defensible economic moats, structural tailwinds, and durable return on invested capital (ROIC > 18%) supported by undeniable customer switching friction.
Multidecade compounding horizons over short-term market noise. We minimize turnover, avoid quarterly trading friction, and let winners compound.
Asymmetric entry points with calculated margins of safety. We never overpay for narrative growth, anchoring every decision in normalized cash flow yield.
Concentrated allocation where high conviction meets structural upside. Focused on 20 to 30 positions to deliver true, non-diluted active share.
Multi-sector value drivers operating within rigorous UCITS regulatory frameworks. Robust risk controls without sacrificing upside convexity.
Simulate how consistent founder alpha progressively widens terminal capital return over multi-year horizons.
In-depth equity research notes, founder alpha whitepapers, and strategic market commentaries published for institutional allocators.
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Decades of rigorous bottom-up equity research, risk management, and European UCITS fund stewardship across Zurich, London, and international financial hubs.
Zurich • 22+ Years Institutional Equity Experience
Former Lead Portfolio Manager overseeing global high-conviction equity mandates. Specialized in forensic owner-operator screening and asymmetric position sizing.
London • 17+ Years Sector Coverage
Specialist in European & North American mission-critical industrial technology, enterprise software moats, and incremental return on invested capital.
Geneva • 19+ Years Risk Architecture
Oversees liquidity risk frameworks, independent depositary integration, and cross-border regulatory compliance under European UCITS directives.
Founders Research & Investment engages exclusively through direct dialogue with professional investors, single and multi-family offices, endowments, and institutional gatekeepers.
