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About Fund

Primary Research Fosters Sharper, More Differentiated Insights

Investigative journalism meets high-conviction investing

About Fund

Primary Research Fosters Sharper, More Differentiated Insights

Investigative journalism meets high-conviction investing

What we do

We focus on customer conversations

We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.

Read our Investor Letters

Research conducted independently and in-house

100%

Never borrow conviction from anyone

Research conducted independently and in-house

100%

Never borrow conviction from anyone

Months of journalistic corporate due diligence

~2-3

Confront targets with maximum pessimism

Months of journalistic corporate due diligence

~2-3

Confront targets with maximum pessimism

Number of expert conversations per idea

+50

Trade shows for unfiltered insights

Number of expert conversations per idea

+50

Trade shows for unfiltered insights

How We Research:

A relentless pursuit of truth

The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.

Read our Investor Letters

Trade shows attended recently