Will Brennan is a managing partner and a portfolio manager at Long Path Partners. The hedge fund was founded in 2018 and is focused on concentrated investing in a limited number of high-quality predictable businesses.
At the Harvard Investment Conference held on April 15, 2024, Brennan shared his experience, and thoughts on current and future trends. Hedge Fund Alpha obtained and analyzed the notes from the conference. Also see Seth Klarman at the HBS Conference.
Long Path Partners Strategy And Philosophy
From an investment philosophy standpoint, Long Path Partners have a broad mandate, but a very narrow time-spending focus.