Zenith Global Limited
Listed equities.
Concentrated positions in listed companies, held for the long term.
Approach
Conviction over activity.
Listed investments start with detailed work on the business: its competitive advantage, unit economics, capital allocation and management.
Positions are concentrated, because the best ideas deserve meaningful capital, and held patiently, because compounding needs time.
- India, the UK, Europe and the US
- Growth companies with durable advantages
- Clear views on cash flows, returns and downside risk
- Patience through market cycles