Investments Medina02 — Public Equities

    Listed businesses, owned like private ones.

    The office approaches public markets not as a stream of tickers but as a slower-moving catalogue of businesses that occasionally offer patient capital an attractive entry.

    Discipline

    Concentration over coverage.

    The public equities book is deliberately narrow. Positions are taken in a limited number of listed businesses the office is prepared to hold through market noise and earnings cycles. Turnover is low by design; conviction is expressed by weight and time rather than by frequency. The mandate is not to mirror an index, and it is not to trade — it is to own good businesses at defensible prices for as long as the underlying case holds.

    Investments Medina

    Business-Owner Mindset

    Every position is judged as if the office were acquiring the whole company at that price.

    Concentrated

    A small number of holdings, each sized to matter — not a diffuse index approximation.

    Low Turnover

    Holding periods are measured in years, and activity is triggered by facts, not by moods.

    Investments Medina

    A conversation, not a pitch.