capstrive

Striving to build a capital allocation firm that is
Patient, Unconstrained, Rational and Equitable.

Capstrive was founded in November 2015 by Laurence Endersen,
formerly Portfolio Manager of the KKR Value Fund.

INVESTMENT REFLECTIONS

“Minnesota as a
Metaphor for Trust”

JAN 2019

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“Macro for Context,
Micro for Conviction”

JULY 2018

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What Three Words?

FEBRUARY 2018

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On Short Selling:
A Shield not a Sword

NOVEMBER 2017

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The Frank Filter: On Character, Culture & the Craft of Capital Allocation

AUGUST 2017

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Where’s
Dick Fosbury?

MAY 2017

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The Three
Stooges

FEBRUARY 2017

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Hard to Beat

NOVEMBER 2016

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Befriending
Time

AUGUST 2016

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Seven Challenges of
Commodity Investing

MAY 2016

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Concentration versus Diversification

FEBRUARY 2016

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