Often the most productive minds are those that allow themselves to wander and explore seemingly irrelevant ideas that later turn out to have immense investment implications. Everyone is born curious, but many outgrow it. 13D strives to keep its readers curious.
I have always been most comfortable when I am alone in an investment decision and no one agrees with me. Much of my 30-plus years in the investment business has been spent developing tools that help me think in an original way. Above all else, I strive for a flexibility of mind, which is fostered through continual learning. The ability to filter out short-termism is fundamental to maintaining the presence of mind which allows one to keep sight of the larger picture.
Founded in 1983 by Kiril Sokoloff, 13D’s original, eponymous project allowed subscribers to piggyback on the ideas of the investment greats—the Warren Buffetts and Carl Icahns. At the time, 13D filings (notifications filed with the SEC when a company or individual purchased a 5% share in a public company) were totally ignored. Sokoloff saw their immense value as thousands of U.S. public companies were selling way below their break-up value and visionary investors were generating huge returns.
Over the decades, 13D has continued to apply a unique and open perspective in order to find investment opportunities for its clients. Our research is not generated behind closed walls - it’s generated on the streets of cities and towns around the world and over dinners with today’s most promising thought leaders. We read and re-read the lessons of history - they are integral to making sense of the world today.
And so these men of Hindustan Disputed loud and long, Each in his own opinion Exceeding stiff and strong, Though each was partly in the right And all were in the wrong.
13D Global Strategy & Research is committed to giving back. In 2009, Kiril pledged $5 million over a period of five years to enable the University of the Virgin Islands to establish and endow two initiatives: the Kiril Sokoloff Distinguished Professorship in Entrepreneurship in the School of Business, and the 13D Entrepreneurship Student Competition.
13D is also actively involved in a number of charities around the globe including: The National Center for Arts and Technology, The Art of Learning Project, Marion Institute, the Heart for India Foundation, End Abuse4Good and Teach for China.
Do all the good you can. By all the means you can. In all the ways you can. In all the places you can. At all the times you can. To all the people you can. As long as ever you can.