HMI Capital Management

Overview

HMI Capital Management is a private investment firm based in San Francisco, California, established during the 2008–2009 global financial crisis. The firm focuses on long-term investments in high-quality businesses, primarily within the technology sector, including consumer & business services, financial services, and software & technology. HMI Capital Management invests across the capital structure in both public and private companies, regardless of market capitalization, and maintains a concentrated portfolio. This approach aims to deliver high risk-adjusted real returns over extended periods, minimizing the probability of permanent loss of capital. The firm's culture is characterized by openness, transparency, and a down-to-earth approach, with a strategy that is extremely selective, emphasizes longer-term thinking, and focuses on growth. HMI Capital Management strives to achieve better performance over the long term by adhering to these principles. The firm's team comprises experienced professionals with diverse backgrounds in finance, technology, and related fields, enabling them to identify promising investment opportunities within their focus sectors. HMI Capital Management serves a range of clients, including high-net-worth individuals, family offices, endowments, and foundations, providing personalized and comprehensive investment management services tailored to each client's specific objectives and risk tolerances. Through its disciplined investment approach and commitment to excellence, HMI Capital Management has established itself as a respected entity in the investment management industry, dedicated to creating value for its clients and stakeholders.

Investment Focus

• High-quality businesses
• Long-term growth potential
• Competitive advantage
• Attractive returns

Portfolio Companies