Marlowe Philosophy
A comprehensive guide to how we think about investing, based on the principles from "The Ocean" and decades of experience.
Philosophy & Approach4
Core investment philosophy and how we think about markets
Research Process4
How we research and evaluate investment opportunities
Track Record & Lessons3
What we've learned from our successes and mistakes
Organization & Structure3
How Marlowe is structured and why
Special Situations3
How we think about special situations and catalysts
Valuation Framework3
How we think about value and price
Philosophy & Approach
Research Process
Track Record & Lessons
Organization & Structure
Special Situations
Valuation Framework
Based on "The Ocean" Philosophy
These answers reflect the investment philosophy developed over decades of practice. Conviction comes from understanding reality, not from spreadsheet outputs.