QUANTIFIERCAPITAL

Quantifier Capital is a private book run on a single premise: that a small number of durable businesses, bought at prices that demand no optimism and held across cycles, compounds better than anything requiring frequent decisions. Positions are concentrated, turnover is low, and the argument for each one is written down before capital is committed. What follows is the current book, and the memos that made the case for it.Quantifier Capital is a private book run on a single premise: that a small number of durable businesses, bought at prices that demand no optimism and held across cycles, compounds better than anything requiring frequent decisions. Positions are concentrated, turnover is low, and the argument for each one is written down before capital is committed. What follows is the current book, and the memos that made the case for it.