Investments.
What do we invest in?
Fenton's investment activity spans three categories. Listed equities and funds, where the focus is on quality, long-term compounding and disciplined valuation. Digital assets, including selective cryptocurrency exposure where the risk parameters are clear and position sizing is appropriate. Alternative investments — including peer-to-peer lending— where the illiquidity premium is justified by the return profile and the underlying security is well-understood.
Our Investment Strategy:
We take a straightforward approach: long-term, balanced growth without unnecessary complexity. We invest in things we understand, size positions proportionately, and hold with conviction when the thesis is intact. We manage concentration risk, accept short-term volatility where the long-term case is clear, and keep enough in reserve to move decisively when genuine opportunity appears.