Clarence Drive Capital offers you something more meaningful and transparent than the typical fund manager: its Partner's Manual. By reading the manual, you’ll gain a clear understanding of the core aspects of the partnership and the firm's approach to value creation — empowering you.
In the Partner’s Manual you will learn more about the:
1. Partnership Attitude
2. Rare Alignment With Investors
3. Rational, Long-Term Approach
4. Primary Economic Goal
5. Broad Global Investment Mandate
6. Concentrated Portfolio
7. No Market Timing, Just Bottom-Up Investing
8. Absolute Return Mindset
9. Annual Performance Assessment
10. Long-Term Performance Focus
11. Embracing Volatility
12. Reporting Transparency
13. Fees
14. Tax
15. More on How It Invests
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Core Investment Strategy
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Defining Quality Businesses
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Defining Good Management Teams
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Distinguishing Good and Bad Growth
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Margin of Safety
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Businesses it Avoids
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Its Pursuit of Rationality
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Risk Management
16. About Clarence Drive Capital
17. How to Contact the Firm