Our mission is to achieve superior long-term returns while carefully managing risk

Investing with Discipline, Thinking Like Owners

Our Value Investing Strategy

Our investment approach prioritizes rational capital allocation, disciplined risk management, and a focus on economic fundamentals.

We invest like business owners, seeking high-quality companies trading below intrinsic value and holding them long term to compound capital.

Our Strategy

Managing Risk

Avoiding permanent loss of capital is paramount to our value investing approach. We minimize risk by avoiding companies with excessive leverage, weak financials, fragile moats, and speculative stock prices—focusing instead on solid, undervalued businesses.

When appropriate, we use derivatives to hedge downside risk.

A closeup of a golden padlock symbolizing Bartoli Value Capital’s commitment to risk management and financial security in investing

A cozy village bakeshop with a green wooden frame, fresh baguettes outside, and a welcoming storefront, symbolizing Bartoli Value Capital’s owner-like investment approach

Thinking Like Owners

We approach stocks as ownership in real businesses, with intrinsic value driven by fundamentals—not short-term price swings.

We invest in companies we’d be comfortable owning for years, rather than trading for quick gains.

Market Inefficiencies
Create Opportunities

Irrational behavior, speculation, and herd mentality often drive stock prices away from their intrinsic value.

As value investors, we take advantage of these market dislocations to invest in strong businesses at a discount.

Intertwined colorful ribbons symbolizing stock market inefficiencies—disruptive for many, but an opportunity for Bartoli Value Capital to invest at a discount

A red 'SALE' tag on a vivid yellow background, symbolizing Bartoli Value Capital’s strategy of capitalizing on market downturns to invest in high-quality undervalued businesses

High-Quality,
Undervalued Businesses

We invest in financially strong companies that are temporarily trading below their intrinsic value, thereby creating a Margin of Safety.

Our focus is on businesses with durable competitive advantages, solid balance sheets, and management teams that prioritize long-term shareholder value.