Founded in 2002, the firm has consistently followed a focused and differentiated investment strategy, investing in companies often overlooked or misunderstood by the market, based on original and contrarian thinking.
Tarpon’s investment philosophy is rooted in value-oriented, deep fundamental research and a business-owner mindset, with a constant focus on understanding where our edge lies. We target high-quality businesses trading at a discount to intrinsic value to generate sustainable returns over the long-term.
We run highly concentrated portfolios to allow for greater depth and engagement with the companies we own. We see risk as tied to the underlying businesses, managed through a disciplined investment process and careful portfolio construction.
Our culture is grounded in ethics, curiosity, accountability, alignment of interests, and teamwork. These are the pillars of how we operate—what we call the craftsman’s journey.
Tarpon’s managing partners and employees are the largest investors in our funds. Our clients include institutional investors, families, and other long-term, like-minded investors.