Why the Saguaro?

Resilience

The Saguaro (suh-waa-row) is a keystone species for the Sonoran Desert of southern Arizona and northern Mexico, meaning that most other native flora and fauna depend upon it for their life cycle. Perfectly designed to dominate its ecological niche, the Saguaro can endure months of scorching heat with no rain or thrive in the monsoon season when rivers flood the sands. With spines to protect it from threats the Saguaro consistently does one thing every year, it grows. We aspire that both our firm, and the companies we invest in, will be as resilient.

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1.24.2024
Jim Falbe discusses the intersection of AI and Value Investing on Compounders Podcast
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Due to SEC guidelines, we require registration in order to access restricted information such as our full quarterly letters. You must be an accredited investor or a qualified purchaser (or represent such an entity) in order to access this information. You may always reach out directly to a member of our team and we can add you to our distribution. If you prefer to attest online, please fill out this short attestation form to request access. Once we approve your submission, we will add you to our distribution list.

Disclaimer: Prospective investors in Saguaro should make no inferences about the future performance of Saguaro on the basis of the performance or investment selections of the previous performance. Among other things, Saguaro’s future investments will be made under market conditions that can be expected to differ significantly from the historical market conditions under which Vulcan’s previous investments were made.
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