Tollymore Investment Partners is a private investment partnership investing in a small number of exceptional publicly listed businesses to compound partners’ capital over the long term. Tollymore’s long-term, value-oriented investment philosophy is not exotic nor unique. However, our ability to execute this long term investment approach is differentiated. A sensible long-term, business owner investment philosophy is of no use if the investing ecosystem is a barrier to faithfully executing a thoughtful investment process. Execution is everything.

A great investing ecosystem must cultivate a bi-literate brain; one capable of navigating data and filtering noise; and one capable of deep work in a digital era. To us the obvious source of investment edge is behavioural, the ingredients of which are a long time horizon, an environment conducive to independent thought, and an investment philosophy and investor cohort matched to an investment manager’s temperament. As such Tollymore seeks to form long-term partnerships with investors who think like business owners rather than traders.

MARK WALKER, ACA, MANAGING PARTNER, PORTFOLIO MANAGER

Mark Walker is the Managing Partner of Tollymore Investment Partners. Prior to founding Tollymore Mark was a global equity investor for Seven Pillars Capital Management, a long-term global value investing firm based in London. Mark joined Seven Pillars from RWC Partners, where he was part of a two-person team managing a newly launched, long term global equity fund. Prior to that Mark worked as an investment research analyst for Goldman Sachs and Redburn Partners. He is a qualified chartered accountant, and graduated from Edinburgh University with a First Class MA Honours degree in Economics, graduating first in his class.

Tollymore presentation for professional investors

Tollymore presentation for professional investors

 

PHILOSOPHY

As long-term investors we can exploit the time arbitrage afforded to patient investors with patient capital.