Valiant | Est. 2008
Key Tenets of Investing
Be long-term patient investors
Make investments based on stock-picking, not market calls
Opportunistic, global approach, sector agnostic
Own great businesses that can compound capital
Strong alignment of interests with our investors
Differentiating Characteristics
Consistent net exposure close to market neutral
Limit the size of the Strategy
Innovative approach to fee structure
Tax efficient
Characteristics of Companies We Seek to Own
Exceptional Management Team focused on ROIC
Strong Product/Service Offering
Business Models with High ROEs
Solid Capital Structure and/or Minimal Leverage
Sizeable TAM with Few Impediments to Growth
Sustainable Barriers to Entry/Competitive Advantages
Investment Team
Rishi Dixit
Investment Partner
Graham Goulet
Investment Partner
Alex Haak
Analyst
Chris Hansen
Founder and Portfolio Manager
Brian Holmquest
Investment Partner
Danny Karubian
Investment Partner
Johann de Sousa
Investment Partner
Umang Chamaria
Analyst
