OUR MISSION
To compound our partners’ capital at superior long-term rates by owning concentrated portfolio of high-quality businesses, bought below intrinsic value.
We run the Fund the way we invest our own money. The majority of our family’s liquid net worth sits alongside our partners’ capital. We manage every dollar with the same patience and discipline, free from the quarterly pressures that distort most institution managers’ decisions.
FUND MANAGER
- Lifelong value investor in the tradition of Benjamin Graham, Warren Buffett, and Peter Lynch
- Founder and former principal of his own registered investment advisory practice
- University instructor in investments and financial planning
- Completed PhD coursework in financial planning at Texas Tech, the largest program of its kind in the U.S
- Former portfolio manager and wealth manager at a privately owned trust company
- Continues to run Deep Fork, LLC (powered by Savvy), a separate account advisory practice
PERFORMANCE
Disclaimer: All results were achieved using the investment strategy as articulated in the Memorandum. The Investment Manager has managed no other accounts utilizing the same investment strategy. Results reflect the actual performance of a personal IRA of Daniel Myers, July 2022 through March 2026, presented net of fees under each of the Fund’s two fee structures as shown, achieved using the investment strategy as articulated in the Memorandum with no material deviations. This is the sole account the Investment Manager has managed employing this strategy. Available only to accredited investors who are also qualified clients.
PHILOSOPHY
Four principles, no exceptions:
Value Focus
Price and value are different; we buy below intrinsic value and exit once price reflects true value.
Discipline over Emotion
When the market overreacts to temporary bad news, we build a position at a deep discount.
Circle of Competence
We only invest in businesses we truly understand.
Time Arbitrage
Unlike most managers, we are not judged on quarterly numbers, so we accept short-term volatility to exploit long-term inefficiencies others cannot.
Markets overreact.
Our goal is to profit from their overreaction.
STRATEGY AND PROCESS
A disciplined, repeatable process:
SCREEN
Each week, Value Line ranks roughly 200 statistically undervalued companies from a universe of about 1,700; this is our starting point.
SCREEN
Each week, Value Line ranks roughly 200 statistically undervalued companies from a universe of about 1,700; this is our starting point.
FILTER
Four qualitative screens: industry familiarity, financial strength, capital allocation discipline, business quality.
VALUATION
Enterprise value to normalized free cash flow, and returns across a full business cycle; we do not consider near-term analyst estimates.
CONSTRUCT
Our best 10 to 12 ideas, sized by conviction, expressed through the instrument with the best risk/reward.
NEXT STEPS
CONTACT
Contact the Fund's General Partner (GP) via the contact us form below.
DOCUMENTS
We will share our investor presentation and Fund documents with you (PPM, Subscription Booklet, Operating Agreement, LP Agreement) and establish your status as a qualified Client*.
IRA ACCOUNTS
If you plan to invest via an IRA account, you need to open an account with Equity Trust. This is because Schwab, Fidelity, and others don’t allow direct fund investments. IRS rules require the use of a third-party custodian.
APPROVE PAPERWORK AND FUND YOUR ACCOUNT
Non-IRA: Investor signs the Subscription Agreement (countersigned by GP) and wires funds directly to the Fund.
IRA: Investor and Equity Trust co-sign the Subscription Agreement (countersigned by GP), then funds move from Equity Trust to the Fund.
INVESTMENT
Wired funds are deposited into the Fund’s account on the 1st of each month.
CONTACT US
For more information about Deep Fork Partners, please contact us by email, LinkedIn, or the contact form below.