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.
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
Meet
the mind
shaping our investing philosophy
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.