ShawSpring Partners

ShawSpring pursues a single, long-term investment approach with the objective of generating high absolute returns and meaningful outperformance of market indices.

Our team focuses its efforts on studying business models globally in the technology, internet, and consumer sectors. We are typically attracted to industry leaders with defensible competitive advantages, resulting in durable unit economics and attractive free cash flow generation.

Our opportunity set specifically hones in on three business model types:

1.) Scaled Aggregators, such as Marketplaces or Networks;
2.) Vertically-Integrated, Capital-Intensive Businesses; and
3.) Cognitive Referents.

Given our long-term approach, we place a premium on exceptional managerial character and strong management team alignment with shareholder interests.

Our research efforts culminate in a concentrated portfolio of 5-10 high-growth businesses that we believe can compound our capital over a multi-year investment horizon.