Performance & Disclosure

Longlast Capital manages personal and family capital. We do not publish performance figures, benchmarks, or return metrics. The observable record is what we own and what we wrote at the time: see the holdings page and the annual letters.

Principles of the Strategy

• Business quality and durability
• Margin of safety in valuation
• Patience through market cycles
• Position sizing as the primary risk control
• Selective deployment into market dislocation