Gnostic Capital Management

Gnostic Capital is the family investment office of
Randolph McDuff

In 2008, the Forbes Magazine article entitled “The World’s Best Investor Doesn’t Live in Omaha” declared Randolph to be “the Best Stock Picker the World Has Never Heard of” and named him “The Oracle of Manitoba”. Since that time, McDuff has continued to evolve as an investor, enhancing that reputation while maintaining an exceptionally low profile.

With an understanding that the untangling of skill and context is something a computer cannot yet do, Randolph unites fundamental research, empirical data and meaningful global insights to facilitate the building of his portfolio.

McDuff posits world class investments to be scarce.

In his view, the correct identification of such equities is, accordingly, far more critical to wealth building than market timing. Casting aside the notion that one must engage in frenetic transactions to generate absolute or relative outperformance vs indexes, the investment style employed at Gnostic is described as “ultra-low turn” active management, with multiple years reporting portfolio turn of zero.

Results produced from ultra-low turn, in the past two decades have fully validated the thesis; portfolio compounding has placed Randolph’s work into an extremely select list of investors worldwide.

McDuff’s prescient thoughts have been featured in a variety of global financial media including Forbes, Nasdaq.com, US World News & Reports and The Globe and Mail, among others.