Bossert Capital is an investment firm founded by Alex Bossert in 2017. Bossert Capital is an investment vehicle for long-term oriented wealthy families and individuals. We invest based on the principles of Warren Buffett and Benjamin Graham. We own a concentrated portfolio of quality businesses with exceptional management teams and we have the intention to own many of these businesses for decades. Our objective is to compound our investors capital, earning an above average return over a full market cycle. Our investors include, entrepreneurs, business owners and many other exceptional individuals.

MANAGEMENT

Alex Bossert

Alex started Bossert Capital in January of 2017 to invest money on behalf of a select group of long term oriented, business minded, wealthy families and individuals.

He began investing his own money at 10 years old. Alex has studied and modeled his investing strategy after the investment principles Warren Buffett, Charlie Munger and Benjamin Graham.

Prior to starting Bossert Capital, Alex held analyst roles at multiple investment firms. From 2010 – 2013 he was an analyst at Milestone Capital, a value focused investment firm based in Minneapolis, Minnesota. From 2014 – 2016, he was an analyst at Granite House Capital Management.

In 2014, he was accepted as a member of the Value Investors Club. He is also the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in the nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal and CNBC. Over 8,000 analysts were considered.

He is also featured in a chapter in the biography of investor Warren Buffett called “Of Permanent Value: The Story Of Warren Buffett.”

He maintains a blog “Alex Bossert‘s Thoughts On Value Investing” with over 450 subscribers and over 250,000 site views.

STRATEGY

Bossert Capital invests money for a select group of long-term, business minded partners that include wealthy families, business owners and institutions. The goal is to maximize the long-term after tax return while avoiding investments with an elevated chance of a permanent loss of capital.

Every investment is analyzed based on the premise that we are buying a percentage ownership in a business. Employing an ownership mentality allows us to focus on the long-term fundamentals of a business and avoid thinking about short-term ‘noise’ or short-term market fluctuations.

Investments are made in opportunities where the market price significantly understates our estimate of the intrinsic value of the business. These opportunities could be caused by non-economic sellers, forced sellers, excessive pessimism and other factors. Paying a large discount to the value of a business’s assets provides a margin of safety in the event of unforeseen business events or errors.

Compelling investment ideas are very rare. Only a few businesses may be added to the portfolio every year. Investments will only be made when a truly compelling opportunity presents itself. In the absence of compelling ideas, cash may comprise a large portion of the portfolio. An exhaustive bottoms up analysis is employed before purchasing shares in a business. The portfolio is concentrated in our best and most compelling ideas, typically less than 10 positions.

If you are a prospective investor and would like to view our investor documents, please fill out the form below and we will get back to you.

Bossert Capital is an investment firm founded by Alex Bossert in 2017. Bossert Capital is an investment vehicle for long-term oriented wealthy families and individuals. We invest based on the principles of Warren Buffett and Benjamin Graham. We own a concentrated portfolio of quality businesses with exceptional management teams and we have the intention to own many of these businesses for decades. Our objective is to compound our investors capital, earning an above average return over a full market cycle. Our investors include, entrepreneurs, business owners and many other exceptional individuals.

PRESS

Carlson School Undergrad Ranks Among Nation’s Best Analysts

 

Read the article here: Carlson School of Management News

The Warren And Charlie Show: The wit and wisdom of Warren Buffett and Charles Munger kept 40,000 people at Omaha’s CenturyLink Center enthralled

By Rajesh Padmashali

Read the article here: Outlook Business

SumZero Honors: 14 Top Buyside Analysts

By John Jannarone
March 21, 2013

Read the article here: Wall Street Journal

Alex Bossert's Thoughts on Value Investing

Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn’t On Wall Street

By Chrystan Paul
May 19, 2013

Read the article here: Forbes Magazine

Of Permanent Value: The Story of Warren Buffett 2012 Edition, Chapter 201

By Andrew Kilpatrick

Read the Chapter here: Of Permanent Value

Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator

Read a summary of my presentation at the Best Ideas 2018 Summit here: MOI Global

View my presentation on Youtube

A Buffett-Run Firm Is on a Roll, but Warren Has Nothing to Do With It

By Nicole Friedman
December 22, 2017

Read the article I was quoted in here: Wall Street Journal

CONTACT

Alex Bossert,

President

Office: (612) 924-3649

Cell: (320)-224-4517

Bossert Capital

729 N Washington Ave

Suite 600

Minneapolis, MN

55401

Alex@bossertcapital.com

View my Linkedin profile.

MANAGEMENT

Alex Bossert

Alex started Bossert Capital in January of 2017 to invest money on behalf of a select group of long term oriented, business minded, wealthy families and individuals.

He began investing his own money at 10 years old. Alex has studied and modeled his investing strategy after the investment principles Warren Buffett, Charlie Munger and Benjamin Graham.

Prior to starting Bossert Capital, Alex held analyst roles at multiple investment firms. From 2010 – 2013 he was an analyst at Milestone Capital, a value focused investment firm based in Minneapolis, Minnesota. From 2014 – 2016, he was an analyst at Granite House Capital Management.

In 2014, he was accepted as a member of the Value Investors Club. He is also the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in the nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal and CNBC. Over 8,000 analysts were considered.

He is also featured in a chapter in the biography of investor Warren Buffett called “Of Permanent Value: The Story Of Warren Buffett.”

He maintains a blog “Alex Bossert‘s Thoughts On Value Investing” with over 450 subscribers and over 250,000 site views.

STRATEGY

Bossert Capital invests money for a select group of long-term, business minded partners that include wealthy families, business owners and institutions. The goal is to maximize the long-term after tax return while avoiding investments with an elevated chance of a permanent loss of capital.

Every investment is analyzed based on the premise that we are buying a percentage ownership in a business. Employing an ownership mentality allows us to focus on the long-term fundamentals of a business and avoid thinking about short-term ‘noise’ or short-term market fluctuations.

Investments are made in opportunities where the market price significantly understates our estimate of the intrinsic value of the business. These opportunities could be caused by non-economic sellers, forced sellers, excessive pessimism and other factors. Paying a large discount to the value of a business’s assets provides a margin of safety in the event of unforeseen business events or errors.

Compelling investment ideas are very rare. Only a few businesses may be added to the portfolio every year. Investments will only be made when a truly compelling opportunity presents itself. In the absence of compelling ideas, cash may comprise a large portion of the portfolio. An exhaustive bottoms up analysis is employed before purchasing shares in a business. The portfolio is concentrated in our best and most compelling ideas, typically less than 10 positions.

If you are a prospective investor and would like to view our investor documents, please fill out the form below and we will get back to you.

PRESS

Carlson School Undergrad Ranks Among Nation’s Best Analysts

 

Read the article here: Carlson School of Management News

The Warren And Charlie Show: The wit and wisdom of Warren Buffett and Charles Munger kept 40,000 people at Omaha’s CenturyLink Center enthralled

By Rajesh Padmashali

Read the article here: Outlook Business

SumZero Honors: 14 Top Buyside Analysts

By John Jannarone
March 21, 2013

Read the article here: Wall Street Journal

Alex Bossert's Thoughts on Value Investing

Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn’t On Wall Street

By Chrystan Paul
May 19, 2013

Read the article here: Forbes Magazine

Of Permanent Value: The Story of Warren Buffett 2012 Edition, Chapter 201

By Andrew Kilpatrick

Read the Chapter here: Of Permanent Value

Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator

Read a summary of my presentation at the Best Ideas 2018 Summit here: MOI Global

View my presentation on Youtube

A Buffett-Run Firm Is on a Roll, but Warren Has Nothing to Do With It

By Nicole Friedman
December 22, 2017

Read the article I was quoted in here: Wall Street Journal

CONTACT

Alex Bossert,

President

Office: (612) 924-3649

Cell: (320)-224-4517

Bossert Capital

729 N Washington Ave

Suite 600

Minneapolis, MN

55401

Alex@bossertcapital.com

View my Linkedin profile.