When Mayer opened his fund in 2019, he initially held some positions in value and special situations, but has gradually shifted to a 100% focused strategy of owning only high-quality companies held for the long term, with no interest in deep discount value or short-term trading opportunities.
factualpending
Speaker
Chris MayerEvidence Quote
“even when I opened my fund in 2019, I was still, I still had some positions that were like some of the parts or deep value kind of, or special situations. And it's only, you know, it's gradually over time it's been pushing more and more to just doing the, finding some high-quality companies I can just own for a long time.”
Created: 8/10/2026, 10:53:18 PM
My Notes
Loading notes...