Worldly Partners
Fund Information
Our Investment Approach
We seek to compound our partners’ capital over decades at high rates of return by owning a concentrated handful of businesses that we believe are competitively advantaged, partnering with them uninterrupted through market cycles.
What We Look for in a business
We only partner with businesses that we believe have a knowable competitive advantage, allowing us to continuously monitor their durability and growth prospects independent of the market’s current assessment.
What We Look For in a partner
Our limited partners are a select group of families, endowments, and foundations who understand that years-long drawdowns are typical of the highest-returning companies, who share our indifference to temporary volatility, and who measure success not in quarters or years but in decades.
Partner Eligibility
Worldly Partners, L.P. is a private fund. Because we prefer to concentrate our capital in a few businesses and concentrate our attention on a few limited partners, we admit very few new partners and periodically close the fund to new capital entirely.
Request an Introduction
This form is a request for an introductory conversation. It is not an offer to sell or a solicitation to buy any securities of any investment product. Submission of this form does not establish eligibility to invest, create a pre-existing substantive relationship, or entitle the submitter to receive offering materials. Any offer, if made, will be made privately in accordance with applicable securities laws.
Disclosures
SEC Rule 506(b) prohibits Worldly Partners, L.P. from using general solicitation or advertising to market securities. As such, nothing on this website is intended to be an offer to sell or a solicitation to buy any securities of any investment product, including limited partnership interest in Worldly Partners, L.P. According to the SEC, a “pre-existing, substantive relationship” is one way to show that an offering was not made through general solicitation. Whether such a relationship exists depends on facts and circumstances on a case-by-case basis.
Section 3(c)(7) of the Investment Company Act of 1940 limits ownership of Worldly Partners, L.P. to “qualified purchasers”. According to the SEC, “an individual may be a qualified purchaser if the investor owns $5 million or more in investments, and an entity may qualify if it owns and invests on a discretionary basis at least $25 million in investments.” Other categories and requirements apply. Before we can consider sharing fund materials, Worldly Partners, L.P. must have sufficient information to evaluate, and must actually evaluate, a prospective investor’s approximate holdings, professional background, investing experience, ability to understand and bear risk, and status as a qualified purchaser.
Our Address
117 Kendrick Street, Suite 300
Needham, MA 02494
Send us an email
info@worldlypartners.com
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