We believe our clients benefit from owning an actively-managed portfolio of high-quality public companies over the long term. We manage a concentrated equity portfolio that owns shares in 20 to 40 durable businesses. We seek to invest in businesses with strong competitive advantages, forgiving capital structures, and diligent management teams that trade below our reasonable estimate of future value.
In 2024, we evaluated over 1400 companies, analyzed over 400 potential investments, and initiated positions in 14 new holdings.
A commitment to rigorous research and an unwavering focus on business fundamentals form the foundation of our equity strategy.
Enhancing Capital was founded as a family office in 2007 to manage investments for a family of businesses. Enhancing Capital became a registered investment advisor (RIA) in 2017, today managing over $300 million in firmwide assets.
The information provided herein is for informational purposes, represents only a summary of topics discussed, and does not represent personalized investment advice or recommendations. The opinions expressed herein are those of Enhancing Capital, LLC, which are subject to change without notice.