Philosophy

We believe that by focusing on performance, owning businesses for long periods of time and concentrating our efforts on good investments provide the best possibility of creating wealth for our client partners over time.

Strategy

Odinson Partners is a single strategy investment manager. We run a concentrated portfolio of less than 20 stocks. We are market cap and style agnostic, as we seek great investment opportunities. We are active in looking at microcap and small cap companies but have the flexibility to pursue any good investment opportunity we identify.

We are long term investors with an expectation that core holdings will be owned for five years or more. We believe there is a difference between volatility and risk. Volatility is the short-term price action in the stock market. As such, we view volatility as a potential opportunity. We follow the definition of risk as, permanent capital loss and it is what we work to avoid.