Nicholas Sleep
Nicholas Sleep, eller Nick Sleep som han blir kalt, grunnla Nomad Investment Partnership med Qais Zakaria i 2001. I løpet av de neste 13 årene genererte de 921,1 % avkastning mot MSCI World Index på 116,9 %.
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One of the things we have learnt over the last few years is our most profitable insights have come from recognizing the deep reality of some businesses, not from being more contrarian than everyone else.
Investorbrev
We are genuinely investing for the long term (few are!), in modestly valued firms run by management teams who may be making decisions, the fruit of which may not be apparent for several years to come.