Gharib (Arabic and Persian: غريب, romanized: ğarīb), is an Arabic adjective commonly used to describe something strange, outlandish or foreign.
The inspiration for this name is derived from two of our favorite books, The Outsiders by William Thorndike and L'Étranger by Albert Camus.
The Outsiders explores the traits and methods of eight unconventional CEOs who were able to consistently deliver astronomical returns for shareholders through efficient capital allocation.
L'Étranger is a philosophical classic, exposing the irrationality of life and more specifically how our entrenchment within societal norms can taint our objectivity.
“It is impossible to produce superior performance unless you do something different”
- John Templeton
Gharib seeks to identify and invest in Outsider companies that have a superior knack for capital allocation. At the same time, we recognize that humans, and by extension the markets, can act irrationally. To this point, we do not place much emphasis on Wall Street consensus or year-over-year performance. Rather, we choose to invest in companies that we believe will outperform in the long run.
More specifically, we focus on the following criteria: