Investment Philosophy

The following reflects the investment philosophy and beliefs of Soterra Capital and its senior executives. Our business is capital allocation, primarily in private markets, wherein we seek to acquire and build strong enduring businesses over long periods of time. From a purely economic perspective, our goal is to compound value at higher rates of return while taking less risk than is commensurate with the returns earned.


1 Funston, Rick, “When Corporate Risk Becomes Personal,” Corporate Board Member, 2005 Special Supplement, quoted in Howard Marks, The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing) (p. 80). Columbia University Press. Kindle Edition.
2 Marks, Howard. The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing) (p. 84). Columbia University Press. Kindle Edition.