By pursuing a select group of win-win partnerships Knysna Capital aims to generate exceptional long-term investment returns
Philosophy
Exceptional long-term returns can be achieved by focusing all aspects of Knysna Capital on investing like a rational, long-term business owner
Rational
An evidence-based approach that elevates facts and reasoning above opinions
A simple business structure without distractions or conflicts
Selectively partner with clients who also seek to maximize long-term returns without trying to avoid short-term downside in share prices
Long-Term
Share in the long-term success of companies we invest in
Staff and clients invest in the same companies
Prioritize long-term returns over managing more assets
Client inflows are restricted to $1.1b to maximize the opportunity set
Business Owner
Evaluate listed companies as if they were private
Partner with investors that focus on business results rather than share price movements which empowers us to buy great businesses at attractive prices when everyone fears further share price declines