ThornTree Capital

ThornTree Capital Partners operates as a fundamental long-short public equity manager, focused on generating significant stock-specific returns over multi-year time horizons. The firm employs a global and sector-agnostic investment strategy, scrutinizing evolving consumer trends, technological advancements, and competitive shifts that drive structural market transformations. Its analytical approach deeply considers how consumers allocate their time and capital, utilizing a process centered on unique consumer surplus, adaptable management cultures, and robust valuation methodologies.

Mark Moore, the firm’s founder and Managing Partner, established ThornTree Capital in 2016. His extensive 22-year investment career includes a notable 15-year tenure as a Senior Partner at Bain Capital Public Equity, where he managed diverse portfolios across consumer, technology, and emerging markets. This background, coupled with his prior experience at McKinsey & Company and an MBA from Harvard Business School, underpinned the firm’s foundation and its commitment to uncovering value in dynamic global ecosystems.

The firm serves its partners and investors, aspiring to earn their loyalty through diligent capital stewardship, consistent stock-specific return generation, and transparent investment practices. ThornTree Capital’s vision is to act as explorers and anthropologists, continuously seeking unparalleled investment opportunities worldwide. The company remains dedicated to adapting its insights to an increasingly complex financial landscape, always looking toward future market developments.