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We are value investors

Our mission is to significantly increase the wealth of our investors, measured by the compound annual growth rate (CAGR), over a long period of time. We also want to build a trusting, long-term relationship with all our partners. Only then can we be successful together - through good times and bad.

We are the initiator and investment adviser of the P&R REAL VALUE fund. 

Rigorous selection

We invest concentrated in a select few companies – usually between 10 and 20, only after very intensive research and sometimes only after several years of building trust with the company's management team.

Young elephants

We always compare price with value. Within the spectrum of value investing we prefer investing in great businesses, that can grow for a long time. We call these candidates young elephants.

Equinamity

Just as we see ourselves as long-term partners in the businesses we own, investors should see themselves as long-term partners in our fund. If you know the true long-term value of a business, you don't need to lose sleep over stock market gyrations.

Managing Director

had more than 12 years experience in sales & trading (Citigroup etc.) before he changed his career to investing. He has an MBA from London Business School and Columbia Business School where he specialised in value investing. Matthias lives and works in London. 

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Fireside chat with Robert Vinall at RV Capital Meeting 2023 on Youtube

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Letters to investor | Subscription

More info

You can read more about how we invest  in our semi-annual letters.

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Polleit & Riechert Investment Management LLP | Letters to investors
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