Investment Edge

What Makes Us Different

Historically, top performing managers gained an edge by having access to unique information and knowledge that allowed them to make wise decisions and achieve strong returns before competitors. Today, the playing field has been leveled in terms of information, with most managers inundated by data from a wide range of sources. How do managers gain an edge now, with so much information widely available?

Haven Global Partners invites investors to return to the basics when evaluating the firm. The core temperaments and work ethic of the principals, the ethos of the organization, and the practices implemented by the team provide Haven Global Partners with its edge.

  • Focus: Specializes in a high conviction stock picking approach
  • Strategic Thinking: Disciplined combination of quantitative and fundamental stock analysis
  • Independence: Eschews the herd
  • Patience and Fortitude: Tailored to longer-term investment thesis and lower beta
  • Planned Exit: Provides a foundation for rigorous selling and reassessment disciplines
  • Learn Quickly from Mistakes: Reviews trades to gain insights to enhance future performance
  • Alignment of Shareholder Interests: Eliminates compliance conflicts, amplifies focus and business incentives, reflects values, and fosters longer-term mindset
  • Experience: Portfolio managers have invested through multiple market cycles

 Specialize in a high conviction stock picking approach

Disciplined combination of quantitative and fundamental stock analysis

Eschews the herd

Tailored to longer-term investment thesis and lower beta