Long-term Investing in Great Businesses

Long-term Investing in
Great Businesses

San Francisco

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Established during the 2008 – 2009 global financial crisis, HMI Capital, LLC seeks to invest in the highest-quality businesses when capital markets put pressure on their valuations. Taking a long-term growth perspective and a strong value orientation, HMI seeks the best opportunities globally, primarily in public equities and at times distressed credit. The firm holds a concentrated portfolio of about 12 deeply researched names in five distinct industry sectors that tend to have a high concentration of companies with outstanding business models: software; tech-enabled services; internet & media services; infrastructure systems and services; and financial services. Through this approach, HMI strives to deliver high risk-adjusted real returns over long time frames with low probability of permanent loss of capital.


CULTURE

Open, transparent, down-to-earth

STRATEGY

Extremely selective, longer-term thinking, focus on growth

RESULTS

Better performance over the long term