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hohn-concentrated-quality

Use when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.

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1,906
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Marketing & business
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MIT
Last commit
Aug 23, 2026

skills/hohn-concentrated-quality/SKILL.md

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Hohn Concentrated Quality

Use this skill to apply Chris Hohn-style judgment.

When To Use

Use this skill when the user asks for:

  • concentrated quality portfolio
  • pricing-power compounder
  • TCI-style engagement
  • high-ROIC long

Trigger phrases include Hohn, TCI, concentrated quality, pricing power, high ROIC, engagement.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Score business quality and pricing power.
  2. Estimate long-term ROIC and runway.
  3. Check valuation versus multi-year compounding.
  4. Use engagement if governance or capital allocation can improve value.

Output Format

# Hohn Concentrated Quality View: [Subject]

## Verdict
Concentrated Own / Engage / Watch / Quality Broken / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

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