Thélème Partners LLP

Overview

Thélème Partners LLP is a London-based hedge fund specializing in fundamental, long-term investments in global equity markets. Founded in 2009, the firm employs a valuation-centric and concentrated investment approach, managing assets on behalf of institutional investors. The firm is 100% owned by its internal partners and has a team of approximately 20 employees. The firm's investment strategy focuses on identifying undervalued companies with strong growth potential across various sectors and stages of development. Thélème Partners has a global investment approach, with a particular emphasis on markets in the United Kingdom, United States, India, France, Germany, China, Japan, Canada, Australia, Brazil, South Korea, Mexico, Italy, Spain, Netherlands, Sweden, Switzerland, Belgium, Norway, and Denmark. The firm has a diverse portfolio, investing in industries such as technology, healthcare, financial services, consumer goods, energy, telecommunications, media, retail, real estate, transportation, utilities, materials, industrials, consumer services, and basic materials. Thélème Partners has a track record of successful investments, including early investments in companies like Moderna, where they were among the earliest investors when the company had only about ten employees. The firm's investment philosophy emphasizes a long-term perspective, focusing on companies with strong fundamentals and growth potential. As of November 2017, Thélème Partners managed funds totaling US$2.8 billion. The firm's founder and CEO, Patrick Degorce, has a background in financial services, having co-founded The Children's Investment Fund Management (TCIF) hedge fund in 2003 and later establishing Thélème Partners in 2009.

Investment Focus

• Focus on undervalued companies with strong growth potential
• Long-term investment horizon

Portfolio Companies