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long-term investing

3 thinkers, books, and ideas connected to this field.

Institution

Marathon Asset Management

British investment management firm founded in 1986 — where Nick Sleep worked before founding Nomad — which is known for its capital cycle investment approach and long-term orientation.

global equity investingcapital cyclelong-term investing
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Thinker

Nick Sleep

British investor who co-managed Nomad Investment Partnership with Qais Zakaria — producing outstanding returns by concentrating in a few 'scale economies shared' businesses (Amazon, Costco, Berkshire) — and whose annual letters are considered among the finest documents of investment philosophy.

philosophyinvestingcapital allocationlong-term investing
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Thinker

Qais Zakaria

British investor who co-managed Nomad Investment Partnership with Nick Sleep — producing one of the outstanding investment track records of its era through extreme concentration in a few high-conviction positions.

investingcapital allocationlong-term investing
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