Category: Umberto Fedeli

I’m sometimes accused of repeating myself. I tend to review situations by dissecting the details and reflecting on what went well and what could have been better. I may share different experiences, but my goal is the share my life, business or investment lessons. The common ingredients are usually people and relationships. It’s what I […]

Private Equity has been one of the best performing asset classes over the last 5 and 10 years and, in fact, for decades. Private equity investors do not have to endure the volatility roller coaster ride suffered by public equity investors. Watching the value of our portfolios moving up and down all day long can […]

By nature, I am not a balanced person; many of us are not. If I didn’t try to work on balance, I’d work around the clock, eat candy and snack all the time. Balance is not something that comes easily to me. So, I must work on it daily. I know that to be a […]

You can’t be everything to everyone. Competing in business, you choose an approach, so to speak. Do you offer the most value at the best price in the market? In other words, are you low cost? Or are you innovative and cutting edge? Is your customer service so superior you beat out competitors no matter […]

Networking is the exchange of information, ideas and resources between people. You don’t have to be the expert in everything if you can engage others who are. When you play to your strengths, hone those talents, and build a network of individuals who are experts in what they do, you create a powerful, knowledgeable “hub.” […]

My third active investment strategy is called Income Growth Capital Appreciation, as the goal of the strategy is to invest in high quality businesses and assets that increase their earnings and dividend payouts, but also continue to increase their value. Of course, these must be bought at attractive valuations, perhaps when they’re out of favor for […]

Another strategy we actively employ is investing into companies with durable growth that are building sustainable competitive advantages that we expect to one day become wide moat. Winners tend to win big, which is why we pursue companies that are emerging as winners of their space. I am not an expert on technology, but I surround myself […]

One of the strategies we employ is what we call Wide-Moat Growth or sometimes we refer to this as forever quality value growth compounders. These are some of the greatest companies in the world, less than 1% of publicly traded companies would be in this category. Often these companies are fully priced, but occasionally there […]

Investing requires a solid understanding of economics, business and human nature. Essentially there are two main parts to investing: 1. The Science Side (economics, business, finance) and 2. The Human-Nature Side (understanding our biases, controlling our emotions, understanding politics and having good understanding of human nature). I am certainly not an expert on every business […]