About

I’m Dan Benn, a professional engineer and long-term public markets investor based in Ontario, Canada. I focus on a small group of exceptional, capital-light businesses with durable economics. I invest my own capital and publish independent research to refine my process and maintain a transparent record of long-term decisions.

My approach centers on identifying companies that can reinvest earnings at high rates for many years, often in industries where operational discipline and culture matter as much as the product itself. I focus where competitive advantages are durable, reinvestment opportunities remain high, and management incentives are closely aligned with shareholders.

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I’m open to collaboration or discussion with like-minded, long-term investors and research-oriented professionals.

This website is for research and discussion purposes only and is not a solicitation for investment.