A stock is more than a number on a screen, it represents a real business. Fortunately for us, the market doesn’t always value those businesses appropriately.
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.