A Combined 60+ Years of Experience in Financial Markets
Bram Cornelisse
Chief Investment Officer
Valuation matters and all other investment rules have a limited shelf life.
Wybe Blankvoort
Head of Research
If quality is the castle, and the moat is the competitive advantage, then price is still the drawbridge.
Dennis van Wees
Head of Sales
Only when the tide goes out do you discover who’s been swimming naked.
Job Openings
None available at this time.
We are always looking to identify and connect with exceptional talent.
Introduce yourself If you are driven and believe you have the skills to excel with us, please email us your CV and motivation.
Investment Insights
As a valuation first investment team we seek to understand the value drivers of each investment. Sometimes this means we take a contrarian view on what's considered mainstream or popular. We invite you to read our investment insights in the Farringdon Unscripted and the Farringdon Discussion Papers.
Farringdon Unscripted
Short thought pieces with our unscripted contrarian view of the market.
Farringdon Unscripted #3 - May 2025
BATTLE OF THE PONZIS
In 1920, Charles Ponzi promised investors 50% returns in 45 days by supposedly exploiting price differences in international postal reply coupons. There was a kernel of logic to his story—just enough to sound plausible—but the scheme was pure illusion: early investors were paid with money from later ones. Since then, financial history has been littered with reincarnations of this model, from Bernie Madoff to multi-level marketing schemes, each updated for its time.
Farringdon Unscripted #2 - March 2025
STRATEGIC BITCOIN RESERVE:
NATIONAL ASSET OR TAXPAYER LIABILITY?
What is ‘strategic’ about a Bitcoin Strategic Reserve? There is currently debate over whether the US should establish a strategic Bitcoin reserve. President Donald Trump announced on social media this past weekend that he would create a cryptocurrency reserve, causing Bitcoin's price to jump 10%. However, the strategic rationale, societal benefits and advantages for American citizens remain unclear.
Farringdon Unscripted #1 - January 2025
AMERICA'S MARKET MIRCALE:
TOO GOOD TO LAST?
The American stock market has been on an extraordinary journey since Donald Trump's first election victory in 2016. The performance of a common stock or a group of stocks is determined by two factors: the growth of the underlying earnings and the multiple that an investor is willing to pay for those earnings.
But here's the catch – this story might not have a happy ending.
What should we write about next? Send your request to office@farringdoncap.com
Farringdon
Discussion Papers
In-depth analysis of market trends.
Discussion Paper #2 - July 2023
INDEX INVESTING
Too much of a good thing?
There is a beautiful logic to index investing and we place it in the camp of good financial innovation. Investors and society have benefited from this invention, and we think index investing will remain a very large part of financial markets. However, when something is accepted as a near universal truth in investing, it is worthwhile to question the prevalent thinking.
Discussion Paper #1 - March 2021