Clarence Drive Capital offers you something more meaningful and transparent than the typical fund manager: its Partner's Manual. Inside, you’ll find not just the principles of our partnership but the reasoning behind them — empowering you.
In the Partner’s Manual you will learn more about the:
1. Partnership Mindset and True Alignment
2. Primary Economic Goal
3. Long-Term Approach
4. Broad Global Investment Mandate
5. One Product: Single-Best Investment View
6. Concentrated Portfolio
7. No Market Timing, Just Bottom-Up Investing
8. Absolute Return Mindset, Not A Relative-To-The-Market One
9. Embracing Market Volatility
10. Measuring Long-Term Performance
11. Measuring Annual Performance
12. Reporting Transparency
13. Investment Vehicle and How To Invest
14. Partnership Fees
15. Capital Gains Tax
16. More on How It Invests
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Core Investment Strategy
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Defining Quality Businesses
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Defining Great Management Teams
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Distinguishing Good and Bad Growth
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Investing with a Margin of Safety
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Businesses it Avoids
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Its Pursuit of Rationality
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Risk Management
17. About Clarence Drive Capital
18. Contact Details