Foxhaven Asset Management, LP

Investment Strategy

Foxhaven Asset Management manages long-only equity portfolios with a focus on high-conviction, concentrated investments in public companies. The firm’s strategy emphasizes deep fundamental research, long-term holding periods, and a disciplined risk management process. Portfolio construction typically features a small number of large positions, reflecting their conviction in the business quality and growth prospects of each holding. Foxhaven allocates capital predominantly to sectors and companies where sustainable competitive advantages and durable growth are evident.