01 Who we are

Truenorth Capital Advisors is an investment boutique that seeks to provide long-term returns on capital by thinking like the investor and not the
institution.

Focused Approach

We focus on mastering one value based strategy where we augment our convictions with a concentrated portfolio of 10-25 holdings

Valuation Discipline

Valuations matter. We are fundamentals focused and hold long-only portfolios. We analyse businesses bottom-up through all market cycles.

Benchmark Agnostic

We do not chase index performance as a measure of our long term investment success. Being a better investment manager does not mean beating an index year on year.

Right Temperament

We work hard to master our craft but we work even harder to master our emotions so we are prudent and responsible stewards of capital.

Independent Thinking

We are benchmark, country and sector agnostic. We think independently and never outsource our thinking to remove accountability or risk. We own our research as we do our thoughts and actions.

Life Long Learning/ Unlearning

We are committed to the deep study of our craft, which provides a resilient empirical base to our rational approach. This means learning everyday whilst simultaneously unlearning pockets of conventional academic ideas.

02 Who we serve

We
serve the investment interests of a unique community of investors that share our purpose, vision and values

Truenorth serves a select community of non-retail investors. These include:

Private Investors

Corporates

Family Offices

Funds of Funds

Fund Managers

Wealth Managers

IFA’s

Charitable foundations

03 Puzzles not Problems
Intentional
deviation from the average.

We work hard to figure out the puzzle of asymmetric investment returns

04 Chief Investment Officer

Meet
the mind shaping our investing philosophy

Jasvir Biriah

Jasvir Biriah

Chief Investment Officer

Jasvir Biriah is the Managing Principal and Chief Investment Officer at Truenorth Capital Advisors. He brings 18+ years of professional experience to his role. Prior to this he was the founder and CIO of a privately held investment advisor for over a decade that eventually evolved into firm he leads today. Read more

Jasvir Biriah is the Managing Principal and Chief Investment Officer at Truenorth Capital Advisors. He brings 18+ years of professional experience to his role. Connect with him on Linkedin to find out more.

Jasvir Biriah

Jasvir Biriah

Chief Investment Officer

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05 Our Inspirations
Albert Einstein
Albert Einstein
05 Our Inspirations
Albert
Einstein
Physicist

Albert Einstein was a revolutionary physicist who had the ability to question the fundamental nature of the universe, particularly with his theory of relativity. Einstein possessed a unique talent for blending theoretical thinking with imaginative experimentation, enabling him to uncover profound truths about the nature of space, time, and matter. We value this type of thinking and study people that can make us better in our craft of investing.

Einstein left an enduring legacy that was rooted in his ability to challenge conventional wisdom, reshaping our understanding of the cosmos, whilst inspiring future generations of scientists, making him one of the most influential physicists in history.

Albert Einstein was a revolutionary physicist who had the ability to question the fundamental nature of the universe, particularly with his theory of relativity. Einstein left an enduring legacy that was rooted in his ability to challenge conventional wisdom and has inspiring future generations of scientists, making him one of the most influential physicists in history.

05 Our Inspirations
Aristotle
Aristotle
05 Our Inspirations
Aristotle
Greek Philosopher

Aristotle is one of the greatest philosophers in history. He possessed insatiable curiosity and commitment to empirical observation, all of which laid the foundation for modern science. Aristotle's systematic approach to philosophy included contributions to ethics, metaphysics, politics, and more. He was a pioneer in a multi-disciplinary approach to thinking better, and we admire this in the people we study today.

His enduring legacy is rooted in his capacity to combine logical reasoning with empirical evidence, and this is how he made sense of the natural world around him. Aristotle's greatness lay in his ability to bridge the gap between theoretical speculation and practical wisdom, and we value this a lot in context to our investing efforts today.

Aristotle is one of the greatest philosophers in history. He possessed insatiable curiosity and commitment to empirical observation, all of which laid the foundation for modern science. Aristotle's systematic approach to philosophy made him a pioneer in a multi-disciplinary approach to thinking better, and we admire this in the people that inspire us to think better every day.

05 Our Inspirations
Lionel Messi
Lionel Messi
05 Our Inspirations
Lionel
Messi
Football Player

Lionel Messi's football brilliance is backed up by his astounding achievements. As a result of decades of excellence he has a universal admiration from fans and fellow players alike. The journey in becoming an elite football player is demanding and is filled with numerous sacrifices. We feel Messi's off-field stability in life is his real super power. His supporting family magnifies his on-field genius giving him longevity in the game, and it’s this quality we admire besides his talents. This is where he is different to Maradona or Pele, who lead chaotic lives. The people surrounding you on the way up matter.

With agility, balance, and lightning-quick acceleration, he gracefully navigates defenses, but it's his exceptional vision to seize opportunities that truly set him apart as a game-changer. We admire game changers, and Messi's enduring success is a testament to his unwavering dedication to the sport, firmly establishing him as one of the greatest footballers the world has ever seen. In our eyes, the greatest ever.

Lionel Messi's journey in becoming an elite football player has been demanding and is filled with numerous sacrifices along the way. Although his on-field genius is unquestionable, we feel Messi's off-field stability in life is his real super power. His supporting family magnifies his greatness giving him longevity in the game. We admire game changers and this firmly establishes him as one of the greatest footballers the world has ever seen. In our eyes, the greatest ever.

05 Our Inspirations
Marcus Aurelius
Marcus Aurelius
05 Our Inspirations
Marcus
Aurelius
Roman Emperor & Stoic Philosopher

Marcus Aurelius was a remarkable Roman Emperor and a Stoic philosopher. His personal writings have been published in a book called ‘Meditations’ which showcases his eternal wisdom. His reign was marked by a deep commitment to justice, empathy, and the well-being of his people. As a Stoic thinker, he exhibited unwavering self-discipline, resilience in the face of adversity, and a profound dedication to moral and ethical principles, which puts him in a league of his own in relation to the other Roman Emperors who bathed in power and glory.

His greatness lay in his ability to harmonise the responsibilities of an emperor with the Stoic virtues of wisdom, courage, justice, and temperance, leaving behind a legacy of leadership and philosophical wisdom that continues to inspire people to this day. We pride ourselves in being students of Stoic wisdom to encourage better behaviour as steward of capital.

Marcus Aurelius was a remarkable Roman Emperor and a Stoic philosopher. His reign was marked by a deep commitment to justice, empathy, and the well-being of his people, which put him in a league of his own in relation to the other Roman Emperors who bathed in power and glory. His greatness lay in his ability to harmonise the Stoic virtues of wisdom, courage, justice, and temperance. We embrace Stoic thinking so we can be better stewards of capital.

05 Our Inspirations
Michael Jordan
Michael Jordan
05 Our Inspirations
Michael
Jordan
Basketball Player

Michael Jordan's greatness as a basketball player was defined by a unique combination of ruthless work ethic and the relentless pursuit of excellence allowing him to continually elevate his game and become the best on the court. Jordan's scoring ability, athleticism, and versatility made him a dominant force on both ends of the court, earning him recognition as one of the greatest players in the history of the sport.

He was very competitive, and gave match winning performances in crucial moments of a game. He is an iconic figure in the world of basketball and we admire anyone who’s pursuit of excellence is this narrow minded. There are always sacrifices and years of hard work that never get seen. Elite performance is earnt, never gifted.

Michael Jordan's greatness as a basketball player was defined by a unique combination of ruthless work ethic and the relentless pursuit of excellence allowing him to continually elevate his game and become the best on the court. He is an iconic figure in the world of basketball and we admire anyone who’s pursuit of excellence is this narrow minded. There are always sacrifices and years of hard work that never get seen. Elite performance is earnt, never gifted.

05 Our Inspirations
Nikola Tesla
Nikola Tesla
05 Our Inspirations
Nikola
Tesla
Inventor & Electrical Engineer

Nikola Tesla was an inventor and engineer of unparalleled genius. History sometimes forgets how influential this man truly was. Tesla had the ability to bridge theoretical concepts with practical applications that led to groundbreaking inventions like alternating current (AC) electricity and wireless communication, revolutionising the world as we see it today. Just imagine how many of his founding ideas have contributed to national GDP, commerce, service offerings, and science.

He had advanced ideas of electrical engineering with a vision for turning ideas into reality, leading to inventions that continue to shape our modern world today. His commitment to advancing technology to improve society set him apart as one of history's most influential inventors. His work remains a testament to the limitless possibilities of human ingenuity and we draw inspiration for people like Tesla.

Nikola Tesla was an inventor and engineer of unparalleled genius. History sometimes forgets how influential this man truly was. Tesla made groundbreaking inventions like alternating current (AC) electricity and wireless communication, revolutionising the world as we see it today. Just imagine how many of his founding ideas have contributed to national GDP, commerce and science. His work remains a testament to the limitless possibilities of human ingenuity.

05 Our Inspirations
Srinivasa Ramanujan
Srinivasa Ramanujan
05 Our Inspirations
Srinivasa
Ramanujan
Mathematician

Srinivasa Ramanujan was an extraordinary mathematician whose greatness lay in his innate genius and his intuition for numbers. He was a humble man that possessed an unmatched ability to discover and prove complex mathematical theorems, often working in isolation without formal training. He proved that anyone can be a master in their craft without a linear path, but it takes hard work and many sacrifices along the way to stand out. His destination was Cambridge University from a poor life in India.

Ramanujan's contributions to number theory, particularly his discoveries in the realms of infinite series, continued fractions, and modular forms were groundbreaking. He had the ability to see patterns and relationships in numbers that made him a luminary in the field. Ramanujan's legacy is a testament to the power of raw talent and the enduring pursuit of mathematical truths. The kind of universal truths we aspire to find in investing today.

Srinivasa Ramanujan was an extraordinary mathematician with a humble personality. He had the ability to discover and prove complex mathematical theorems, often working in isolation without formal training. His destination was Cambridge University after a poor life in India. Ramanujan's legacy is a testament to the power of raw talent and the enduring pursuit of mathematical truths. The kind of universal truths we aspire to find in investing today.

05 Our Inspirations
Steve Jobs
Steve Jobs
05 Our Inspirations
Steve
Jobs
Visionary Leader

This man needs no introduction, some say he was a ruthless leader, but no one can deny he changed the world with his Apple suite of technologies. His vision of pushing boundaries was a trait he had for decades. He was also the co-founded of Pixar, which is owned by Disney today. Being a serial entrepreneur was in his DNA.

His greatness lay in his relentless pursuit of progress, his unwavering commitment to innovation, and his ability to transform industries with products that revolutionised the world. He had a talent for simplifying complex ideas, creating winning teams, whilst building products that truly enriched people's lives. His dedication to blend artistry with technology made him a legendary figure in the world of business and technology. We value his words of wisdom forty years on. Very few people have the ability to transcend time and various industries. He certainly did.

This man needs no introduction, some say he was a ruthless leader, but no one can deny he changed the world with his Apple suite of technologies. His vision of pushing boundaries was a trait he had for decades. He was also the co-founder of Pixar, which is owned by Disney today. He transformed the tech industry with products that revolutionised the world. We value his words of wisdom fifty years on. Very few people have the ability to transcend time and various industries.