Strategy
Own businesses demonstrating recurring or visible revenues, with pricing power, operating leverage and capital efficiency; led by aligned and ethical management
Competitive Advantage
- Focus on long term wealth creation
- Intensive industry & company research
- Concentrated portfolio construction with disciplined execution
- Sensible risk mitigation
STEVE WERBER, CFA – Managing Partner
30 years of buyside long-only and long/short experience including with Brown Brothers Harriman, Fidelity Investments and J&W Seligman.
The Firm
Charleston Harbor Capital is a privately-owned investment advisory firm, driven by performance and guided by a passion for investing in competitively-advantaged businesses led by ethical, aligned management teams.
Investment Principles
Fundamental Analysis: In-depth research of a company and its industry, accompanied by financial analysis, are essential to developing high conviction and to exploiting short-term market inefficiencies.
Simplicity and Margin of Safety: Own businesses that we can explain to our grandmother, and which we would buy for her portfolio.
Intrinsic Value: A company's true worth is determined by its projected ability to generate cash flow.
Market Efficiency: While short-term market prices can deviate from intrinsic value, markets are efficient in the long run test.
Long-term Orientation: Focus on businesses within our circle of competence, that we believe will compound owner earnings at attractive rates over 5+ years.
Charleston Harbor Capital, llc
330 Middle Street
Mount Pleasant, SC. 29464