Christopher Begg's investment framework evaluates companies on three pillars: a widening moat, secular tailwinds driving top-line growth, and a human element of capable operators with a history of intelligent capital allocation.

Begg lays out the three-pillar framework behind his 'Grove of Titans' portfolio: competitive advantage layers, long-term secular growth, and strong operator quality — then screens for 15%+ IRR potential over a 10-year horizon. ✦ AI generated

Christopher Begg · We Study Billionaires · 2026-07-26 · original ↗

There's three pillars. You know, we look at the Grove of Titans, which is this universe of exceptional companies. Each one of them we feel has, you know, 3 pillars. And the three pillars is, do they have a moat and is it widening? And we kind of deconstruct that. There's eight different layers of moat that we're looking for... The second pillar is really secular tailwinds. And secular meaning long-term secular talents that's driving the top line growth of the business... And the last piece is the human element, right? We want to partner with great operators that ideally have a history of pretty intelligent capital allocation. So those three things give us kind of a quality score on the business that we would put in that Grove of Titans basket... We want to find something that's going to earn 15% rate of return from today's price over 10 years.

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