VALUE INVESTING IN THE FUTURE
We partner with the world's best teams, products and services. We seek consumer and enterprise franchises in large, growing markets.
Our investees are typically innovative businesses disrupting incumbents or creating entire new markets. We focus on businesses with strong competitive advantages and attractive reinvestment opportunities.
As acolytes of Benjamin Graham and Warren Buffett, we are standing on the shoulders of giants and adapting for a world permeated by information technology and software.
THE WORLD IS CHANGING...
Since the dawn of the industrial revolution, there have been several waves of innovation. The latest wave—first, semiconductors, and then the internet—is the one we're currently in, and in many ways, we're just getting started. The spread of broadband around the world, followed by the proliferation of the smartphone, cloud computing, and an entirely new technology stack built on top of these tools has resulted in an explosion of opportunity for founders and investors alike.
At Heller House, we have a deep understanding of these technologies. We own a concentrated portfolio of the best businesses exploiting these opportunities.
Our clients include entrepreneurs, executives and family offices.