Marlowe Partners
Marlowe Partners is a hedge fund manager that makes concentrated investments in global equity and credit securities. Unearthing exceptional opportunities with long-term tailwinds to compound capital, the firm identifies companies or industries that are less understood by the market and benefit from secular trends. Marlowe uses a value investing philosophy and believes a stock is no different from another asset you own and understand. Its approach stems from the observation that exceptional investments with limited downside are rare and, when located, make up a large component of the portfolio.
MARLOWE PARTNERS ADVANTAGE
Concentrated report that focuses time and increase research evidence and risk management
A codified and repeatable investment process that maintains underwriting standards over market cycles
Broad mandate that allows movement across industries, capital structures, and geographies to find attractive risk-adjusted returns
Nimble fund size to invest in sections of the market where larger skilled competitors would be constrained
Long-term oriented investors that often have multi-year investment holding periods
Transparent dialogue with partners given the structure and strategy to build and sustain trust