R O T H O R N P A R T N E R S

Rothorn Partners is advising a concentrated, go anywhere strategy called Festina Lente Opportunities. The firm only recommends its very best ideas – typically around 20 long positions in listed equities. Without strong convictions the default position is to hold on to cash until opportunities arise.

 

Wide diversification is only required when investors do not understand what they’re doing.

– Warren Buffett

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