Investment
Management

Our investment philosophy

Anchored through rough seas. Long-term investors in shipping and maritime.

Aerial view of a container ship crossing a rough, dark sea

Why shipping

More than 80 percent of world trade by volume travels by sea. Yet listed shipping is one of the most cyclical, global and under-covered sectors in public markets.

That combination makes it hard to own, and it is exactly where patient, specialist research can make a difference. We pair it with a core of quality companies, so the portfolio can ride out the cycle rather than depend on it.

See how it translates into a portfolio

Structure, exposure, guardrails and the people behind the decisions.

The portfolio About us

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The msr. letter arrives once a month with our thinking on shipping markets, the portfolio and the cycle. Quarterly reports land in the same inbox.

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msr. invests only its partners' own capital and does not accept outside investment. Nothing on this website is investment advice or an offer to invest. Past performance, real or simulated, is no guarantee of future returns.Own capital only. Not investment advice or an offer to invest. Read more