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We invest in legendary public companies
Our Philosophy
Sweetwater invests in legendary public companies. We view common stock as ownership in an underlying business. We focus on generational companies with substantial monopolies, a proven track record of industry dominance, and a commitment to delivering enduring value to shareholders.
Our Approach
We hold a concentrated portfolio of carefully selected public companies across industries. We mix old school with new school. We avoid the allure of high finance, trendy speculation, and complex models. We believe economic truths are observable through thoughtful analysis. We avoid macroeconomic predictions and make bold investments in the companies and industries we understand. Our methods are rooted in understanding economic fundamentals. We welcome the unpredictable moods swings of the market. With no set holding period, we build our positions overtime, aiming for lasting ownership in exceptional businesses.
Our Capital
Sweetwater is built on independence. We invest our own capital. This autonomy empowers us to remain true to our principles, act decisively, and resist the pressures of short-term trends and external influences.
Our People
We are a team of curious, principled, and deeply analytical minds. We value relentless learners, driven by a passion for understanding the world and shaping it through disciplined investing. Here, academic rigor meets real-world challenges. It's the energy of a startup paired with the resources of an industry leader. Whatever brings you here, this is a place where extraordinary and diverse minds converge. To discover. To create. To build.