Est. Limitless Enterprise Capital
Patient capital, without a ceiling.
An independent investment practice. We publish our portfolio positioning as weights, never dollar amounts, alongside our notes on markets, credit and the wider financial world.
At a glance
Positions–
Largest weight–
Cash & unallocated–
Allocation as of–
Essays published–
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Current allocation
How the book is positioned
Latest research
From the Insights desk
Model portfolio
Portfolio
Weights are shown as a percentage of the total book. Position sizes in dollars are never recorded here.
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Record allocation
Research & commentary
Insights
Notes on markets, credit, rates and the business of capital.
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