The Dossin Groupe
High-conviction research for a complex world.
The Dossin Groupe is a private investment office stewarding multi-generational, proprietary capital. Our work centers on complex, catalyst-driven situations where structure, incentives, or behavior create mispricing.
We focus on a narrow set of high-conviction opportunities where we can underwrite downside, define the path to realization, and stay patient as the thesis plays out—built for families that think in decades, not quarters.
Our portfolio spans public and private markets, credit and special situations, and selective digital-asset and technology themes. We bring a bottom-up view of businesses and capital structures, paired with a rigorous framework for liquidity and risk, to every position we take.
We conduct deep, bottom-up analysis of companies, capital structures, and event paths, integrating macro and market-structure awareness. Our research is developed in-house, unconstrained by consensus, and focused on identifying structural inefficiencies where complexity creates mispricing.
We deploy capital with precision, sizing positions based on the balance of probability and payoff. Our framework uses the full capital structure—equity, credit, and derivatives—to express views while maintaining an explicit focus on avoiding permanent loss.
We engage where complexity, regulation, or technology create dislocation—and act early when structural adoption curves or behavioral dynamics offer multi-year windows. Our horizons align with change, not with quarterly reporting cycles.
While the firm primarily invests its own proprietary capital, we occasionally partner with aligned principals and family offices on co-investments and research collaborations where objectives and horizons match.
We run lean, move deliberately, and do nothing until the setup is right—then act with conviction.