Our company’s investment strategy centers on owning a diversified portfolio of businesses with durable competitive advantages across critical sectors of the economy — energy, real estate, finance, technology, and logistics. Each holding represents a company that is a leader or disruptive force within its industry, benefiting from network effects, asset control, scale, or cost advantages that are difficult for competitors to replicate.
Together, 814110 LC's holdings offer a blend of essential services, secular growth opportunities, and strategic moats. By investing in businesses with enduring relevance and operational resilience, we aim to maximize long-term compounding of capital while minimizing the need for active turnover. Our indefinite holding horizon allows these companies to fully realize their strategic potential over multi-decade timescales.