Worldly Partners
We partner with a select group of companies with a very long-term owner mindset.
About Worldly Partners
Worldly Partners is a research-intensive, highly concentrated, investment partnership founded by Arvind Navaratnam fully aligned on the multi-decade investment principles and process of Charlie Munger in the modern era.
We believe in the competitive advantage of a long-term perspective. We apply a first-principles approach to investing based on deep analysis, independent and proprietary research, and our detailed study of business history.
In practice, this philosophy leads us to partner with a small number of businesses where we believe our patient capital and thoughtful engagement can compound value over long periods of time for the families, university endowments, and charitable foundations who place their trust in us.
Business History
As part of our investment process, we conduct deep research studies into some of the highest returning companies in business history to understand the sources of their extreme success over decades. Certain studies have been made publicly available (as featured on the Acquired Podcast) and are provided below.
The research reports below are provided for informational purposes only. These reports do not serve as investment advice or recommendations and are not endorsements by the firm or its personnel. Worldly Partners does not have a financial interest in the companies or entities shown or the securities, or derivatives thereof, issued by these companies or entities.
Driving to a 65x (20% CAGR) over two decades off of cutting-edge technology, powerful storytelling, and branding for the world's most popular annual sporting series
How a dollar became $20+ M dollars over decades.
Taking 90% market share of internet search
Delivering great value to the semiconductor market for a 500+x (23% CAGR) over three decades
Social media decade-plus dominance for a 23% CAGR
Compounding for four decades at a 35% CAGR (a 450,000x)
Bringing Bollywood and professional sports together to 1.5 billion people for a 20% CAGR
A 560,000x over six decades
The Reality of Extreme Returns
Hover over a company to see the volatility endured on the path to massive compounding.
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Home Depot
Total Returns: 27,000+x
The Downdraft
-50% for a decade
Meet Arvind
Arvind Navaratnam founded Worldly Partners in 2020 and has over 20 years of investment experience spanning public and private markets. Arvind has taught a class on capital allocation, business history, and multi-decade competitive advantage for 15 years to MBA, JD, and undergraduate students.
He holds a BA and BS from Columbia University and an MBA from Harvard Business School, where he previously served on the global alumni board. Growing up, Arvind lived in six countries across four continents and is a citizen of three.
In Conversation
In addition to leading Worldly, Arvind is a professor who has received a university all-star teaching award and brings deep real-world insight into the classroom. Each year, the course features conversations and lectures with distinguished guests who share candid perspectives from senior levels of business leadership, offering students exposure to industry thinking and practical insights within an academic setting. Guest participation is strictly for educational purposes only.
Charlie Munger Archive
Worldly Partners was founded on the investment principles of Charlie Munger. We have compiled an archive of his public speeches and works here.
This archive is intended for educational purposes only.
Our Address
117 Kendrick Street, Suite 300
Needham, MA 02494
Send us an email
info@worldlypartners.com
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