Investments in Outstanding Companies

Great Management have a track record of innovation, continuous improvement, alignment with shareholders, and candor. We assess this dimension through extensive studies of communication history, media records, and SEC filings.
High Quality Businesses deliver strong returns through cycles as they strengthen their moats. We assess this dimension by analyzing the financial history of a company and its competitors, and by understanding how the value proposition might change in the future.
Secular Growth is enduring growth that is unrelated to an economic or commodity cycle. We look for disruptors in industries with expanding reinvestment opportunities. We assess the quality of this growth by studying history while focusing on the long view.

 

Victori Capital aims to make the dreams of its investors come true by building wealth through the stock market. We make concentrated investments in the stock of public companies that meet high standards with respect to quality of management, financial performance, and durability of growth. By focusing on these Outstanding Companies, we aim to capture the long-term wealth creation that results from the intersection of great management, high-quality businesses and secular growth opportunities.

Webinars

Outstanding Company Webinar Series

Join us for the next installment of our Outstanding Company webinar series, featuring CoStar Group Inc. (Nasdaq: CSGP), a provider of real estate data and analytics. The webinar will be held on Tuesday, October 11, at 2pm Eastern Time. Click below to register.

Neither this communication nor the webinar mentioned constitutes advice or a recommendation for the purchase or sales of securities. An investment in the shares of CoStar Group is not guaranteed and can result in material losses.

Blog

“Below I share my thoughts and insights as they come up. They are mostly about investing, but do not represent professional advice in any way. The posts are unedited, and may contain mistakes or misrepresentations. Furthermore, my opinions can change, as they have from time to time, and without notice. As the SEC makes our companies say, I accept no obligation to provide timely updates on thoughts and beliefs that undergo material change. With all that said, I hope you get as much from reading my posts as I get from posting them.”

– Adriano Almeida
Founder and Portfolio Manager

“Below I share my thoughts and insights as they come up. They are mostly about investing, but do not represent professional advice in any way. The posts are unedited, and may contain mistakes or misrepresentations. Furthermore, my opinions can change, as they have from time to time, and without notice. As the SEC makes our companies say, I accept no obligation to provide timely updates on thoughts and beliefs that undergo material change. With all that said, I hope you get as much from reading my posts as I get from posting them.”

– Adriano Almeida
Founder and Portfolio Manager

Idea Hub

Victori Capital LLC
177 Broad Street, Suite 1020
Stamford, CT 06901

info@victoricapital.com