A Long-Term Partnership Focused on Owning Great Businesses Overlooked by the Market Around the WorldA Long-Term Partnership
Focused on Owning Great
Businesses Overlooked
by the Market Around the WorldA Long-Term Partnership
Focused on Owning Great
Businesses Overlooked
by the Market Around the World
A disciplined, benchmark-agnostic approach to long-term value creation through deep local expertise and rigorous research.A disciplined, benchmark-agnostic approach to long-term value
creation through deep local expertise and rigorous research.
"The stock market is a device for transferring money from the impatient to the patient."
— Warren Buffett
About Us
Capturing Global Opportunistic Value
We focus primarily on the Turkish equity market, combining a global perspective with deep local insight to take advantage of persistent valuation gaps others overlook.
Our portfolio is high-conviction and benchmark-agnostic — built on undervalued businesses with durable competitive advantages and management we trust. We are patient, deliberate, and aligned with the partners who choose to invest alongside us.
Built to last.
Core Values
01.
Integrity
We act with honesty, discipline, and professionalism, maintaining high ethical standards and communicating transparently about what we know and do not.
02.
Trust
We foster open communication, alignment on shared long-term goals, and we honor our commitments so our partners can rely on us with confidence.
03.
Loyalty
We remain committed to our partners and our values, demonstrating steadfast reliability, respect, and a long-term dedication to the relationships we build.
04.
Confidentiality
We safeguard sensitive information and respect the privacy of our partners, maintaining discretion and trust in all matters at all times.
Green Lotus Fund
Our Investment Philosophy
Our philosophy is grounded in timeless principles of value investing and long-term ownership.
Guided by the teachings of Benjamin Graham, Warren Buffett, and Charlie Munger, we invest with the mindset of enduring business owners.
We seek companies with strong competitive advantages, meaningful growth potential, and management teams who act as true capital allocators and owners. Our approach is grounded in patience, discipline, and a deep understanding of the businesses we hold.
We view stocks not as tradable paper, but as partial ownership in real businesses. Our focus is on the underlying economics rather than short-term market fluctuations. We know that stock prices will follow business earnings in the long run and yield superior returns for our partners.
What We Believe
Ownership Mindset
Stocks represent ownership in a business, not just pieces of paper to be traded, and require a long-term owner's mindset.
Margin of Safety
We seek to buy businesses at prices significantly below our estimate of intrinsic value to protect against uncertainty.
Taking advantage of Mr. Market
We treat market volatility as an ally, taking advantage of opportunities when price diverges from value.
Circle of Competence
We only invest in businesses that fall within our area of deep understanding, built through years of study.