The journey along Clarence Drive, leading to its serene destinations, holds deep personal meaning. At a certain point on the road, stillness takes hold and clarity — clarence — sets in, offering necessary perspective. In the same way, Clarence Drive Capital embraces the power of stepping back from the noise to make thoughtful decisions that can profoundly shape the future, helping investors on their own journey toward a meaningful destination.

 

The firm was founded by Johannes Visser after fifteen years serving as an analyst, head of research, and global portfolio manager at leading boutique asset managers in South Africa. He established Clarence Drive Capital to be the investment vehicle he himself would want to invest with — one built on temperament, strategic edge, and true partnership.

​

How these three convictions came about is set out in the Partner's Manual. For a longer, more personal account of his search for exceptional businesses, run by exemplary people, bought when temporarily out of favour, read the accompanying essay, On How I Came to Invest This Way.