15 Years of Mayar Capital | Celebrating Our Milestone
May 2026 marked a major milestone for us: 15 years since Mayar Capital was founded and our Fund was launched.
Over the past decade and a half, our commitment to a disciplined, value-oriented, and ethical private business-owner approach has remained unchanged. To mark this milestone, our latest Q2 2026 Letter to Partners takes a longer-term perspective, reflecting on our journey, evaluating our investment process, and looking ahead to the future.
Highlights from the Q2 2026 Letter
Reflecting on 15 Years: Managing Director Abdulaziz A. Alnaim, CFA, reviews the four 5-year chapters of Mayar’s evolution—from operating as a single-person setup to building our team, formalizing our Multi-Checklist Scoring System (MCSS), navigating recent market dislocations, and maintaining strict discipline ("No FOMO").
Grading Our Own Exam: Head of Research Aubrey Brocklebank presents a data-driven audit of our research forecasts, valuation targets, and checklist hit-rates over the last decade, sharing key operational lessons to continuously refine our craft.
Portfolio Positioning: An inside look at our latest portfolio activity, including new positions in Bunzl PLC and Lonza Group AG, along with a business deep-dive on Croda International.
Thank you to all of our partners, investors, and team members for your continued trust and support over the past 15 years. Here’s to the next chapter!
