Investor Summary

Thatcher Warren Martin serves as Managing Partner of Spree Capital Advisers and brings significant investment management experience to the firm. Martin holds the Chartered Financial Analyst (CFA) professional designation and has maintained a clean regulatory record since his registration in January 2019, with no disciplinary events, criminal charges, or customer disputes. His professional background includes serving as Senior Research Analyst at Wolf Hill Capital Management from May 2017 to September 2018, followed by independent consulting work and a consulting role at Bishop Rock Capital. Martin founded Spree Capital Advisers in September 2018, transitioning from his research analyst role to establish his own investment management firm focused on high-quality business investing. His experience spans fundamental analysis, investment research, and portfolio management across multiple investment management organizations.

Read More

Fund Strategy

Spree Capital Advisers believes that highly successful investments share just a few common attributes and invests specifically in businesses that exhibit these characteristics. The firm focuses on companies with repeatable business models showing predictability in their path to value creation, operating in growing end markets with increasing returns to scale. They seek businesses with long runways of high return on invested capital opportunities, meaningful catalysts driving changing dynamics over multi-year periods, and growing competitive advantages. The investment approach emphasizes purchasing these high-quality businesses at valuations representing meaningful discounts to their future earnings power. The firm maintains that this disciplined approach to identifying and investing in businesses with these specific fundamental characteristics will generate superior long-term returns for investors.

Read More

FUND PERFORMANCE AS OF 31st March 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - -