About Us
Investing with intelligence and purpose
Perseus is a Philadelphia-based investment firm founded on the belief that rigorous research, operational expertise, and disciplined execution create the foundation for sound investing across market cycles.
Our Story
Built on conviction
Perseus was founded in 2020 with a clear thesis: financial markets are not perfectly efficient, and disciplined investors who understand fundamentals deeply and actively create value through hands-on operational involvement are better positioned to identify compelling opportunities.
Named after the Greek hero known for wisdom, strategy, and calculated boldness, Perseus embodies our approach to investing—thoughtful analysis combined with the conviction to act decisively when opportunities arise.
From our headquarters in Philadelphia, we manage capital across three strategies: public equities, real estate, and venture capital. Each strategy is unified by our core philosophy of identifying undervalued assets where our operational expertise and analytical rigor can unlock compelling value.
“The investor's chief problem—and even his worst enemy—is likely to be himself.”— Benjamin Graham
Our Mission
Exploiting market inefficiencies
Market dislocations, operational inefficiencies, and undervalued assets create persistent opportunities for investors willing to do the work — not just write checks.
Our mission is to identify these opportunities through rigorous fundamental research combined with hands-on operational involvement, then capitalize on them with patience and conviction.
We are committed to long-term value creation, maintaining transparent communication about our strategies and the results they generate.
Operational Value Creation
We don't just invest capital — we actively contribute operational expertise, industry relationships, and strategic insight to create tangible value.
Skin in the Game
Our principals commit their own capital to every strategy, ensuring deep personal conviction in every investment decision.
Multi-Asset Approach
We allocate across public equities, real estate, and venture capital, providing diversified exposure to value-creating opportunities.
Long-Term Orientation
We take a patient approach, allowing our investment theses to unfold without being swayed by short-term market noise.
Our Journey
Building momentum
Foundation
Perseus was founded in Philadelphia with a vision to combine rigorous fundamental analysis with hands-on operational expertise.
First Investments
Deployed initial capital across public equities, establishing our value-oriented investment process.
Strategy Expansion
Launched real estate and venture capital strategies, building a diversified multi-asset platform.
Growth Phase
Expanded portfolio across all three asset classes while maintaining disciplined approach to capital deployment.
Platform Maturity
Strengthened operational capabilities, research processes, and industry relationships.
Our Values
Principles that guide us
Discipline
Rigorous investment processes and unwavering commitment to our analytical framework, even when markets test our patience.
Transparency
Clear, honest communication about our strategies, the risks involved, and our performance—both successes and setbacks.
Innovation
Continuously evolving our approach by integrating new research, technology, and operational insights into our investment process.
Integrity
Maintaining the highest ethical standards and holding ourselves accountable in every decision we make.
Investment Philosophy
The Perseus approach
Our investment philosophy rests on three pillars: fundamental analysis, operational value creation, and disciplined execution.
We begin with rigorous fundamental analysis to understand the intrinsic value of an asset. This involves deep dives into financial statements, competitive dynamics, management quality, and industry trends.
We then go beyond analysis — actively contributing operational expertise, strategic partnerships, and industry relationships to accelerate value creation in our investments.
Finally, we execute with discipline—maintaining conviction in our analysis even when prices move against us, while remaining humble enough to recognize when our thesis is wrong and act accordingly.
Join us on the journey
We're always interested in connecting with like-minded individuals who share our long-term perspective and appreciation for disciplined, research-driven investing.
Get in Touch