About the firm

Clarence Drive Capital is an independent investment management firm established in 2024.

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The firm invests partner capital as it invests its own, prioritizing exceptional businesses led by exemplary management when they fall out of favour and can be acquired at an attractive price. It operates on the conviction that a focused portfolio, built from the most compelling opportunities worldwide, is the most effective path to compounding wealth.​

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The firm cultivates select partnerships with aligned investors. The objective is to express our shared competitive advantage in the portfolio to drive long-term results. This edge stems from a long-term orientation that allows us to look past short-term swings in sentiment, a broad global opportunity set that enables high selectivity, and an ownership structure that ensures the independence to sustain this perspective.