Deep Fork Capital, LLC

Patient Capital
for Impatient Markets

OUR MISSION

To compound our partners’ capital at superior long-term rates by owning concentrated portfolio of high-quality businesses, bought below intrinsic value.

We run the Fund the way we invest our own money. The majority of our family’s liquid net worth sits alongside our partners’ capital, on identical terms. We manage every dollar with the same patience and discipline, free from the quarterly pressures that distort most institutional decisions

FUND MANAGER

Markets overreact.
We profit from their overreaction.

PHILOSOPHY

Four principles, no exceptions:

Investment Strategy 1
Investment Strategy 2
Investment Strategy 3

Value Focus

Price and value are different; we buy below intrinsic value and exit once price reflects true value

Discipline over Emotion

When the market overreacts to temporary bad news, we build a position at a deep discount

Circle of Competence

We only invest in businesses we truly understand

Time Arbitrage

Unlike most managers, we are not judged on quarterly numbers, so we accept short-term volatility to exploit long-term inefficiencies others cannot

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