Reis Partnerships Fund Thesis
The book that changed my life
I didn’t take the conventional route to success. I am a high school dropout. I didn’t attend university. I didn’t have a financial background. But I did have hunger. And when I found a dusty copy of The Intelligent Investor by Benjamin Graham, I found my true calling. That book didn’t just teach me investing — it gave me a mission.
From that day on, I taught myself everything. I’ve spent thousands of hours studying business fundamentals, reading financial statements, analyzing moats, and understanding capital allocation. I mastered business analytics and accounting from scratch. I turned myself into an investor, not through school, but through obsession, purpose, and grit.
Built on the Shoulders of Giants
At Reis Partnerships, we proudly stand on the intellectual foundations laid by Benjamin Graham, Warren Buffett, and Peter Lynch. Their ideas aren’t just theory — they are our guiding philosophy:
- Graham: Buy businesses with a margin of safety. Think in terms of value, not price.
- Buffett: Focus on long-term compounding, quality, and ethical management.
- Lynch: Invest in what you know, and never underestimate how far growth can go.
How We Think About Investing
We don’t trade tickers — we buy businesses. Every stock we analyze, we treat as if we were acquiring the entire company. We ask: Would we be proud to own this business for the next 20 to 30 years? Would it survive recessions, technological change, and new competitors? Would we trust its management to allocate our capital wisely?
We focus on long-term capital appreciation. We’re not looking for quick flips — we’re building a portfolio of compounding machines. The power of compounding is at the heart of everything we do. It's not about the next quarter. It's about building wealth that grows faster over time the longer you hold it.
This requires discipline. It requires saying no more often than yes. It requires the courage to be patient while others are frantic. And it requires a relentless focus on fundamentals: earnings growth, cash flow generation, high returns on capital, low debt, and sustainable competitive advantages.
What We Look For
We seek companies with:
- Predictable and growing cash flows
- Strong moats and durable industry positions
- Low or manageable debt levels
- Management with skin in the game and rational capital allocation
- Business models we deeply understand
We are not afraid to hold cash when nothing is attractively priced. We wait for the fat pitch — the moment when a great business goes on sale.
Our Commitment
We treat our investors as partners. Every decision we make, we make with our own capital at stake. We will never speculate with your trust. Our returns are driven by research, patience, and principle — not hype or herd mentality.
This fund is not just a vehicle for wealth — it is the result of a life transformed by learning, dedication, and belief. We exist to deliver long-term results, the honest way. One great business at a time.