Long-Only Value Funds
for Accredited and Institutional Investors
About Bartoli Value Capital
Value Investing with a Disciplined, Long-Term Mindset
Bartoli Value Capital is a value-focused investment firm based in Washington, D.C., managing long-only investment funds in publicly traded securities for accredited and institutional investors.
Founded by value investor Marco Bartoli, the firm is grounded in the enduring principles of Benjamin Graham, Warren Buffett, and other modern heirs to the Graham-and-Dodd investment tradition.
Focused Strategy Across Equities, Fixed Income, and Special Situations
We invest in equities, fixed income, and special situations, with a consistent emphasis on quality, discount to intrinsic value, and risk minimization.
Our primary focus is U.S.-listed marketable securities, with selective investments in international markets when the risk-reward profile is compelling.
Investment Process Anchored in Fundamental and Behavioral Insights
Our investment process combines deep fundamental research, behavioral finance insights, and probabilistic thinking to identify high-quality companies with strong balance sheets, low leverage, and durable competitive advantages—particularly when these businesses are temporarily mispriced by the market. We seek to purchase them at meaningful discounts to intrinsic value, applying a disciplined Margin of Safety to protect capital and limit downside risk.
Long-Term Ownership to Maximize Intrinsic Value Compounding
Once invested, we take an owner’s mindset—holding positions for years, not quarters—to allow earnings power and intrinsic value to compound over time. This long-term discipline is central to our goal of achieving attractive, asymmetric returns while minimizing the risk of permanent capital loss.
👉 Learn more about our Value Investing Strategy
Advancing Education Through Our Value Investing Hub
In parallel with managing capital, Bartoli Value Capital is committed to advancing value investing education. Through our strategic content platform, Value Investing Hub, we publish articles, case studies, valuation frameworks, financial definitions, market commentary, and reviews of historical market booms and crashes.
Authored by our founder, these resources draw on the timeless wisdom of Benjamin Graham, Warren Buffett, Charlie Munger, Seth Klarman, Joel Greenblatt, Howard Marks, and others—providing grounded, practical insight rooted in enduring investment principles and the long history of market cycles.