- Emeth Value Capital is a private investment partnership focused on maximizing long-term net returns for a select group of limited partners. Independent thought, structural simplicity, and philosophically aligned partners feed the competitive advantage of our partnership.
- We focus intensely on downside protection and stress what we believe are realistic worst case fundamental outcomes across our portfolio.
- The temptation to overbet is at its peak when the prospects for sensational growth are greatest.
- Risk often moves to the forefront of investor consciousness only when things are already going badly.
For further details see:
Emeth Value Capital 1H 2022 Letter