SAS Capital Management, LLC is a single-family investment office focused on investing in high-quality businesses that compound value over time.
Our investment strategy emphasizes deep fundamental analysis and long-term ownership.
We invest in companies with a combination of the following characteristics:
• Capable management
• Enduring business franchises
• High or improving returns on invested capital
• Solid financials
• Discounted relative to intrinsic value
Market prices can materially diverge from underlying business value, providing significant opportunities for long-term investors.
Owning high-quality, durable, and growing businesses before economic challenges arise allows for disciplined decision-making throughout economic cycles.
We view equity investing as owning pieces of businesses, seeking to compound underlying value over long periods of time.