Investing with Giverny Capital means benefitting from a single investment strategy
Giverny Capital is renowned for its integrity and transparency. Our method is simple: we treat our clients as we would like to be treated. This is why we prefer to use the word partners instead of clients. As a Giverny partner, your investment portfolio will be modelled on the Rochon Global portfolio, which is the personal portfolio of François Rochon, our president and founder.
Our investment philosophy,
inspired by investment masters like Warren Buffett
Philosophy
Bottom-up approach
Giverny Capital views shares as fractional ownership of businesses. We do not attempt to predict macroeconomic events.
Long-term time horizon
Our average holding period is about 7 years.
Style
Ownership of outstanding companies
We concentrate on high-quality companies with sustainable competitive advantages.
Selectivity
Our portfolios typically include about 20 to 30 carefully selected companies.
Objectives
Long-term performance
Our goal is to achieve a long-term annual return above our benchmark.
Capital preservation
We work diligently to avoid permanent loss of capital.
A secure mode of operation with a low cost structure
Giverny Capital has a simple, secure and personalized mode of operation, as well as a low cost structure.
As the manager, Giverny Capital has the mandate to invest clients’ money.
Securities selection and transactions are carried out by the portfolio manager, Giverny Capital.
We always act in our partners’ best interests
Private wealth management
Learn MoreFoundations & endowments
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Learn MoreFamily offices
Learn MorePrivate wealth management
Foundations & endowments
Institutions
Family offices
Letters to Giverny Capital partners
Letters to partners detail the investment history as well as the investment philosophy that underlies the management of client accounts at Giverny Capital.
An investment firm with a fundamental approach and a genuine long-term time horizon
An investment firm with a fundamental approach and a genuine long-term time horizon
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