Marlowe Partners LP

About

Marlowe Partners — Concentrated Equity Investors Skip to content Concentrated Equity Investors We were founded with the belief that concentrated stock-picking within a universe of good businesses, and with an owner-oriented and independent mindset, can generate attractive returns over time and across cycles. What We Do Marlowe was founded by David Steinberg We were founded with the belief that concentrated stock-picking within a universe of good businesses, and with an owner-oriented and independent mindset, can generate attractive returns over time and across cycles. Investment Strategy We combine special situation investing with ownership of dominant businesses positioned at the beginning of major long-term trends. This isn’t about finding hidden gems or turnaround stories. It’s about identifying exceptional companies and becoming specialists in them—dominant businesses that meet the criteria of being leaders in an area with significant long-term demand trends. The strategy exists to fill a gap our founder observed in the investment world. On one side, you have investors who look for exceptional companies, become specialists in them, own dominant businesses amid significant long-term trends. But they consistently overpay. No matter how good the business is, if you pay too much, it will be a great company but a bad investment. On the other side, you have special situation investors who are brilliant at finding mispricings and dislocations, but they often buy mediocre busines

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