Sustainable long-term returns
through disciplined risk management
Bartoli Value Capital manages value-oriented private funds
for accredited & institutional investors *
* High-net-worth individuals and institutions
(family offices, pension funds, endowments, foundations, fund-of-funds, insurance companies, etc.)
disciplined, research-driven
value investing
Funds Overview
Investment Objective
Our private Funds seek attractive long-term returns, while protecting capital through disciplined risk management.
Investment Strategy
As a value-oriented Investment Manager, we embrace a long-term investment horizon.
We follow a disciplined, research-driven process to identify and invest in undervalued high-quality companies that possess sustainable competitive advantages and predictable free cash flow.
We take long positions primarily in U.S. public equities across all sectors and market capitalizations — from unfollowed small-caps to enduring large-caps. We also selectively invest in international equities, if the opportunities meet our strict selection criteria.
We invest only with a sufficient Margin of Safety, and concentrate capital in a small number of high-conviction long positions to compound intrinsic value over time.
Risk Management
Capital protection is achieved through a disciplined balance of actions and avoidance.
We conduct rigorous bottom-up research, apply conservative valuations, carefully select undervalued companies with durable economics, commit only with a Margin of Safety, and adopt an owner’s mentality in holding positions for the long term.
We avoid the use of any financial leverage, short-selling, and derivatives, and refrain from investing in speculative stocks or overleveraged businesses.
Bottom Line
Our private Funds offer accredited and institutional investors a research-driven investment alternative in undervalued public equities across sectors and market capitalizations — seeking attractive long-term returns, while protecting capital through disciplined risk management.
“The stock market is a device for transferring money
from the impatient to the patient”
– Warren Buffett
Fund Notifications
Our Funds are offered through private placements.
Be notified whenever we open new subscription periods.
The Funds are available exclusively to accredited and institutional investors, as per the U.S. Securities and Exchange Commission (SEC) rules.
Complete a quick self-certification to confirm your accreditation status and receive notifications about our private offerings. *
* Notifications without obligations
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📍 Washington, DC