Company Performance Metrics
- James A. King: Partner & Strategic Advisor
Richard Black: Founder and Managing Partner
Viewforth Investment Partners is an independent investment management firm, based in London, U.K. Their primary objective is to deliver outstanding long-term compounded returns for sophisticated investors, such as endowments, foundations, family offices and financial institutions.
Viewforth's fund is a concentrated, long-biased portfolio of
equity investments and shorts in mid-sized European companies, launching in late 2018. We only invest in companies that we believe will generate at least 25% annualised returns. (Put another way, investing in companies whose share prices we think will double in three years and shorting companies that we think will halve in two years.)
Change leads to mispricings. Many equity market participants think too linearly, struggle to think probabilistically, or are poor at correctly valuing change. So we seek out companies where the future looks different to the present or the past, which are a rich source of high-return, low-risk investment opportunities.
