STEEN CAPITAL PARTNERS

Investment
philosophy

“We invest in outstanding businesses when, and only when, we can buy at a sizeable discount to a conservatively derived fair value.”

Our three-step investment process balances both business quality and valuation.

Seven filters

A rational and fact-based process that systematically sieves out companies that do not meet our investment criteria; reducing risk, removing blind spots, and avoiding value-traps. Each filter has a series of 10-30 sub-questions, or checkpoints.

Value versus quality scale

A combined ranking of value and quality to inform investment concentration.

Investment pendulum

A framework to remain rational and take advantage of market fluctuations.

The result of our process is that we invest in companies that

  • We understand.
  • Have attractive and durable economic fundamentals.
  • Have limited debt.
  • Are run by managers we trust.
  • Are run by managers with good business acumen, and who manage the business like owners.
  • When, and only when, the valuation makes sense.
Steen Capital Partners
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