At Slow Capital, we believe that the true value of an investment lies in its ability to generate meaningful returns over the long term. Recognizing that markets reward assets with significant and enduring potential, our investment strategy focuses on capturing long-term compounding value—the real growth created by exceptional businesses that consistently invest capital at high rates of return.

Our Four Cornerstones

  • Fundamental Research Knowledge

    Through a fundamentals-first approach, we prioritize high-quality businesses with strong growth potential. Our rigorous analysis aligns the capital of patient investors with long-duration investment opportunities.

  • Independent Thinking High Active Share

    Our unique insights and deep research result in portfolios with high active share relative to the market. By focusing on exceptional outliers rather than average performers, our strategy stands apart and strive for superior returns.

  • Patience Low Turnover

    Patience is a cornerstone of our investment philosophy. Embracing a long-term investment horizon allows our investments to grow and compound over time. This patience results in low portfolio turnover, as our confidence in rigorous research minimizes unnecessary portfolio changes and ensures we stay committed to our long-term strategy.

  • Focus Concentration

    Recognizing that outperformance depends on owning great companies, we selectively back only the highest-quality businesses. This focused approach results in core holdings of about 25 to 35 positions.

Slow Capital’s investment philosophy is rooted in high-conviction stock selection and bottom-up analysis. The firm eschews benchmark-driven decisions, instead relying on thorough fundamental research and individual portfolio manager discretion.

Important Disclosure

Investors should carefully consider the investment objectives, risks, charges, and expenses of the Slow Capital Growth Fund before investing. The prospectus contains this and other important information about the Fund and should be read carefully before investing. To obtain a prospectus, click here or call 833-377-2715

Mutual fund investing involves risk, including the possible loss of principal. The value of the Fund’s shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. There is no assurance that the Fund will achieve its objectives, generate profits, or avoid losses.

The Slow Capital Growth Fund is distributed by Ultimus Fund Distributors, LLC, Member FINRA.

The Fund is newly formed and has no operating history. Current and future portfolio holdings are subject to risk.