Botticelli Capital Partners
Our Core Pillars
Our investment philosophy is to find and own sustainable quality businesses that produce highly visible, recurring earnings growth. By applying our philosophy, we strive to preserve and grow clients’ wealth and avoid the risks that do not reward
Each holding in our portfolio is a well-run industry leader with a commanding market position and a proven track record of consistent long-term earnings growth above that of S&P 500 aggregate earnings
The five core pillars represent our investment philosophy as follow:

Look-Through Earnings
Strong growth in underlying businessHighly visible, recurring earnings
Durable competitive advantage

Minimal Cyclicality
High degree of predictabilityStay away from earnings shortfall
Cyclicals can be out of phase for long

Leading Businesses
Commanding position in the industryConcentrated group of first class businesses
Consistent earnings growth in aggregate

Quality Management
Sound strategy by exceptional managersManagement with conviction
Don’t count management twice

Quality is Key
Provides durable competitive advantageStrong management and sound strategy build an economic moat
Quality growth provides embedded hedge against downturn
Botticelli Capital Partners