
Responsible
Value Investors
Patient. Responsible. Value Investing. Since 2011
We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy. Serving institutions, family offices, and high-net-worth individuals.
Mayar Capital’s Ethical Business-Owner Approach™
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We are owners
We view ourselves as business owners and not as investors in little pieces of paper that trade in the stock market. Behind every stock there is a real business and we, the shareholders, collectively own that business.
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We are responsible
We only invest in companies consistent with both our ethical and investing values. We have been following this approach for 20 years and are signatories of the Principles of Responsible Investment (PRI)
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We manage our behavioral biases
We incorporate key behavioural science principles into everything we do. From our multi-score checklist process to our probabilistic valuation approach.
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We are patient
We are patient and disciplined. Our edge over other market participants is having a much longer investment horizon. The structure and ownership of our firm gives us the freedom to focus on the long run.
DotCom Redux? Mayar Capital Flags Market Concentration Risks
Aziz and Aubrey see parallels between today's top US stock dominance and the late 90s bubble. They discuss the MSCI World's performance and their investment process.
Watch the Fireside Chat series here