The Armenius Group is an investment firm dedicated to finding opportunities in global equities. Our strategy seeks value in companies of different sizes, geographies and industries to outperform the most relevant market indices over the long term.  Our long-only portfolio does not employ leverage and has typically around 20 positions.

We want to partner with a selected group of like-minded investors who understand our approach and share our beliefs:

• simplicity
  we embrace simplicity. We look for easy-to-understand opportunities that do not require complex spreadsheets. An ideal situation is one that minimizes the amount of variables that must move in the right direction for the investment to work.
  
  
• curiosity
  genuine curiosity and open mindedness are key drivers of any discovery process. Together they allow us to search for new businesses, reassess old investments and constantly refine our process.
  
  
• flexibility
  the most promising places to find inefficiencies are those where there are fewer people looking for inefficiencies. Our limited size and large investable universe allow us to seek opportunities where large investment funds cannot reach.
   
• longevity
  longevity is the friend of compounding and a strong indicator of a good process. In order to successfully survive the test of time, we strive to build a repeatable process that emphasizes not only upside potential but also downside protection.