| name | hohn-concentrated-quality |
| description | Use when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership. |
| invest | ./invest.md |
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
- Score business quality and pricing power.
- Estimate long-term ROIC and runway.
- Check valuation versus multi-year compounding.
- 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.
