Markets are not efficient. Inefficiencies can be exploited to provide above average returns by investing prudently and patiently.
Who We Are
Globescan Capital was founded on the principle that investing in high-quality companies at attractive prices is the best and most repeatable strategy to achieve long-run, risk-adjusted returns.
As such, our portfolio is active, concentrated, and focused solely on the long-term, moat-protected future free cash flows of the companies we invest in.
We understand that the market is there to serve us, not guide us – providing opportunities for us to arbitrage the difference between short-term sentiment shifts and long-term business fundamentals.
The stock market is filled with individuals who know the price of everything, but the value of nothing.