Advising investors on public equity portfolios.
Compound Global Advisors is led by Warwick Simons, who has been advising institutional investors on their public equity portfolios since 2013.
Warwick grew up in New Zealand and has lived in Australia, the United Kingdom, France, and Hong Kong during his >20-year career, before moving to the United States with his family in early 2022.
In this time Warwick has worked as a strategy consultant at Bain & Company, completed his MBA at INSEAD, invested in global equities from a London-based hedge fund, and advised institutional investors as a research analyst at Goldman Sachs.
Warwick started a prior business that led to Compound Global Advisors after leaving Goldman Sachs in late 2016.
Warwick is now based in the Seattle area.
Investment philosophy
Protect Portfolios
Buy Better Businesses
Better companies create better returns over time.
We look to invest in businesses whose products and services are miles better than their competition’s. These competitive advantages help these companies grow at above market rates, deliver high returns on invested capital and maximize shareholder value.
We focus our research on these better companies because we’re confident that they’ll deliver better returns for their shareholders over time.
Find Value, Momentum
Better companies create better returns over time, but not all the time.
Valuation matters. If we pay too much for a stock, then even the best businesses will not deliver the returns to our client portfolios that we aspire to.
We conduct rigorous analysis of the potential three-year returns from owning a stock before we invest, to increase the odds that the company’s qualities lead to strong investment returns for our clients. We then scale into positions to take advantage of improving business momentum and further reduce risk.
Diversify Risks
We recognize that we need to be humble because we’re competing with many smart and committed people in financial markets, so we won’t always be right.
In our portfolios we typically own 30-50 stocks that are diversified across industries, investment styles, and countries, so our results don’t depend on any one idea or theme working at that time.
We aim to protect our client’s capital in less certain times through defensive investment strategies including raising cash, and/or buying bonds, gold, or index put options.
This approach allows us to continue to focus our investments on the companies creating the most value for their shareholders, while mitigating the risks of shorter-term market corrections.