Strategy

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.

Since February 2022, Rothorn Partners also acts as advisor to an actively managed certificate with a focus on European e-commerce companies.

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

– Warren Buffett