Long-Term Investing, Built on Fundamentals
Block House Investments is a long-only Registered Investment Advisor focused on owning exceptional businesses at dislocated prices.
Who We Are
Block House Investments, LLC is a Registered Investment Advisor that manages client capital through Separately Managed Accounts using a long-term, fundamentals-driven approach.
We focus on business fundamentals, not market noise, and invest our personal capital alongside our clients to ensure alignment.
We take a focused, straightforward approach to investing, built around deep understanding and high-conviction ideas.
Our Investment Philosophy
Our investment approach is simple and disciplined, designed to compound capital over long periods while minimizing unnecessary risk. In practice, this approach is defined by a few core principles:
Long-only investment strategy
Focused portfolio of highest-conviction ideas
Typical holding period: 1–5+ years
No leverage used in client accounts
01.
Easily Understood Business Models
We narrow our opportunity set to businesses we can truly understand, focusing on thoughtful analysis and fair value.
02.
Quantifiable Competitive Moat
We use Return on Invested Capital (ROIC) as a core metric to identify durable competitive advantages.
03.
Strong Growth & Capital Allocation
We study historical business models and management decision-making to understand long-term value creation.
04.
Aligned Management & Client Interests
We invest in companies where management incentives align with shareholders — just as our incentives align with clients.
Why Invest With Us?
Block House is built around long-term thinking, disciplined research, and alignment with our clients. We maintain a focused, high-conviction portfolio and invest alongside those we serve.
Frequently Asked Questions
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Trading typically focuses on short-term price movements, frequent buying and selling, and reacting to market news or momentum. Results are often driven by timing and emotion rather than business fundamentals.
Investing, as we define it at Block House, is a long-term discipline. We focus on owning high-quality businesses at attractive valuations and allowing business fundamentals — not short-term market noise — to drive returns over time. Our investment horizon is measured in years, not days or weeks, and our approach emphasizes patience, research, and conviction. -
There is no formal maximum investment amount. We prefer a minimum managed account value of $100,000.
We encourage clients to view our strategy as a sleeve of their holistic financial picture rather than a standalone solution. As a long-term, equity-focused strategy, our approach may not be suitable for capital that could be needed in the near term.
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Client assets are held in custodial accounts and remain fully owned by the client at all times. However, Block House is not a checking or savings account, and our strategy is designed for long-term capital appreciation rather than short-term liquidity.
If a client chooses to terminate the relationship, we require 30 days’ written notice. This allows us to exit positions in an orderly manner and act in the best interest of all clients. For this reason, we encourage clients to invest only capital they can commit for the long term and do not anticipate needing on short notice.
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Our strategy is best suited for investors with long-term horizons who are comfortable with market volatility and understand that short-term fluctuations are a normal part of investing. Clients should be able to remain patient through periods of uncertainty and avoid reacting to near-term market movements.
Get Started
Share a bit about yourself and your goals, and we’ll reach out to see if we’re a good fit.