Discerene Group

Discerene is a private investment partnership that invests globally on behalf of singular, philosophically aligned investors, pursuing a fundamental, contrarian, long-term value investing philosophy. We invest in businesses protected by either structural barriers to entry or hard assets, when they are out of favor, at prices offering significant margins of safety. We employ private-equity-like structures to make truly long-term investments in public companies. In order to deliver on our investment mandate, we believe that it is important to develop a tight-knit base of partners who share our philosophy, values, and investment horizons. We do not consider our partners to be interchangeable, or capital to be fungible; the who behind the capital, and the relationships we build with them, are core to our DNA.