§ 05
For investors
Built for principals, families
& long-horizon institutions.
Selected figures · As of Q4 2025
Operating platforms
06
Owned properties
38
Years owner-operated
03
U.S. markets
12
§ 05.2
How we report.
The JRCD Investor Portal is built in-house. Holdings, NAV history, allocation, capital activity, and quarterly letters — in one place, accessible from anywhere, with nothing extraneous.
i.
Aligned ownership
Principal capital is committed alongside every investment. We win when our investors win.
ii.
Concentration with conviction
We hold fewer positions, deeper. Diversification by sector, not by indecision.
iii.
Operator-led
Every investment has an operating partner inside the firm. We do not outsource ownership.
iv.
Generational reporting
Quarterly letters written by the principals. Quarterly access to the principals.