January 2020

Dan's Perspective: When Goliath Wins

Dan Rohinton's picture
The story of David vs. Goliath has been told countless times of the smaller David takes on the much larger Goliath and wins against all odds. As a Toronto Raptors fan watching Kawhi Leonard lead us to a championship against Steph Curry and the Golden State Warriors, it really felt like a David vs. Goliath moment. However, when it comes to investing, we have found that putting our capital behind Goliath can be a sound investing strategy for the long term. When we do come across a market leading business with a strong competitive advantage, management that act like owners and a growth runway, we are excited to have found our next Goliath.