“The stock market is a device for transferring money from the impatient to the patient."
WARREN BUFFETT
At Adaptor Capital, our beliefs drive our strategy.
Markets are inefficient…
The internet and cloud lowers friction enabling non-linear growth opportunities that the market consistently underprices due to deep rooted linear thinking.
Conviction, deep research, and expert network due diligence drives our decision making, enabling us to capitalize on the market’s pricing inefficiencies.
Market “short-termism” creates volatility…
Volatility creates opportunity – particularly for those that have conviction.
Understanding our companies deeply, gives us the conviction to maintain and even add exposure in the face of volatility.
Diversification is the enemy of great performance…
Diversification simply distracts investors from focusing on their best ideas.
Staying narrowly focused allows us to take highly concentrated positions in high quality companies where we have domain expertise.
Long-term investing requires utmost patience and zero leverage…
We want to be there when our companies realize their future potential.
Exercising patience is key to capitalizing on long-term growth and success.