Blue Grotto Capital, LLC

Investment Strategy

Blue Grotto Capital follows a fundamentally-driven, research-intensive investment approach, building concentrated positions in public equities. The firm seeks value and growth opportunities by identifying companies with strong fundamentals, competitive advantages, and attractive risk-reward profiles. Investment selection emphasizes extensive due diligence and a long-term perspective, with the majority of capital allocated to high-conviction holdings across various industry sectors, including industrials, technology, and consumer discretionary. Blue Grotto’s philosophy prioritizes capital preservation and alpha generation through disciplined portfolio management.