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Companies we own

McDonald's

Investment philosophy and tactics:

Personal and portfolio focus on a balance of long term inevitables, arbitrage opportunities, spin offs, restructurings, short term plays, and opportune option situations. All with a focus on the preservation of capital. Great businesses purchased at good prices will inevitably
lead to our success over time. Announced arbitrage deals will be pursued leaving risk arbitrage to the rest. Short term
investments will occur only when we feel that the business was not "as advertised". Option plays will be restricted to companies
within our circle of confidence as we may end up owning the companies we option.

Contact Long Term Partners    longterm@longtermpartners.com

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