Long-Term | Concentrated | Value

Overview

Recurve Capital manages a private partnership and invests in a concentrated portfolio of industry-leading, high-quality businesses that have and continue to build durable competitive advantages. Our value-based, research-intensive investment process has been developed and refined over 20 years of investing in public markets.

Investing In Quality Companies in a Disruptive Age

Aaron Chan was recently interviewed by Bill Hortz for a feature article in Financial Advisor Magazine in which he discussed Recurve’s framework for finding quality companies and its concentrated style of investing.

Featured Insights
Royal Caribbean - Private Resorts (Part 2)
Royal Caribbean - Private Resorts (Part 2)

We discuss the economics of Royal Caribbean’s private destination portfolio that should generate significant new demand in the vacation market and that will generate attractive revenue and earnings growth for at least the next 3-5 years.

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Why the Cruise Sector is Outperforming Leisure and Lodging
Why the Cruise Sector is Outperforming Leisure and Lodging

In this post, we discuss how and why the cruise sector is outperforming other areas companies in the leisure and lodging sectors.

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Happy Customers
Happy Customers

Companies with happy customers tend to be great investments. In this post, we discuss this topic in more detail - and why we avoid companies with market power that exploit their customers.

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