Our Heritage
Fithian was established with the vision of integrating investing lessons learned over the career of our founding portfolio manager, Tania Pouschine.
Our due diligence methodology combines a robust qualitative framework developed while she was an investigative reporter at Forbes with a quantitative investing framework developed while an analyst at Ruane Cunniff and a portfolio manager at Davis Advisors. Given our journalistic heritage, we conduct primary research to complement our financial analysis when building each investment thesis. In the course of our research, we interview customers, industry experts, former employees, as well as public and private competitors.
Our decades of experience and long-term approach to investing have helped us recognize what we believe to be great businesses. And on the search for these high quality businesses, we strive to embody a culture of excellence in every aspect of our own firm.
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Investment Product
Fithian manages a long-only global equity investment strategy through separately managed accounts (SMAs) on behalf of institutional and high net worth clients. We invest in publicly traded companies through a concentrated portfolio of 15 to 25 holdings. The strategy is designed to perform under a wide range of economic scenarios.
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Investment Philosophy
Fithian seeks to identify and invest in high quality businesses that we believe have sustainable competitive advantages, attractive growth prospects, superior management teams, and strong financial profiles on a global basis. We believe owning a concentrated set of particularly durable companies bought at reasonable prices should generate above-market results over time.
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Investment Process
Fithian’s investment process benefits from a journalistic heritage and three decades of refinement. We believe that concentrated investing should be rooted in deep research. We take an investigative approach to diligence by conducting our own primary fieldwork. Combined with disciplined financial analysis, we develop deep insights into industries that inform our perspectives on businesses. Many of our investable ideas emerge directly from our empirical findings.