Third Dot

We are stock pickers, seeking outstanding and undervalued companies for our fundamental equity fund. Our core belief is that to produce extraordinary investment results you need to hold a differentiated view that proves right. Therefore, we look at investments from various perspectives, analysing thoroughly not only our portfolio companies, but also their competitors, customers, suppliers or sets of alternative data. Regardless of the extensive research, we are well aware that our knowledge is bound to be incomplete – thus we stay humble, willing to learn and open to challenge our views.