Tollymore Investment Partners is a private investment firm that focuses on maximizing the intrinsic value of the portfolio. Its primary goal is to compound clients' capital over the long term by investing in a concentrated portfolio of undervalued high-quality businesses. Tollymore employs a strict price discipline and seeks to identify companies capable of increasing their intrinsic value through their own efforts.
Ideas are generated through independent study and analysis, intellectual generosity, and energetic engagement with like-minded and well-aligned peers.
The research process is bottom-up, one company at a time.
The portfolio is concentrated, typically holding 10-15 securities.
Tollymore has cultivated a focused work environment that is conducive to independent thought and sound investing practice.