About Eric Rutanga

Most investors claim they're different. They're not. I've seen it for years.

I study and respect the approaches of legendary investors: Buffett, Munger, Nick Sleep, Chris Hohn, François Rochon. But this isn't about repeating their quotes or trying to mimic their every move. It's about learning from what actually works: patience, deep understanding, holding fewer positions, and real belief in what you own. Then applying those principles in a way that fits my own knowledge, strengths, and realities.

I invest across 5 to 10 positions. That's it. Healthcare, other sectors, different regions, but only in businesses I've genuinely understood well enough to explain in detail. When you hold that few companies, each one needs a solid reason to be there.

Most investors build portfolios with positions they only half understand because they're afraid of missing something. So they hold 30, 40, 50 stocks and call it diversification. That's not diversification. That's uncertainty masked as strategy.

Why This Matters

I've worked in the UK healthcare system. Not as an outsider analysing from a distance. As someone who understands how it actually operates: the clinical side, the economics, the regulatory pathways, how decisions get made. That matters when you're evaluating healthcare investments.

Healthcare is where I've built real knowledge. Diabetes, heart disease, how pharmaceuticals work, how the NHS operates, regulatory approvals: the details that matter. When I see an opportunity there, I'm not reacting to a headline. I understand what I'm looking at.

It's a sector most investors either overestimate or misunderstand, which creates opportunities.

That same principle applies across the rest of the portfolio. I don't invest in sectors I don't understand, regardless of how cheap they look. The biggest risk in investing isn't market swings or temporary losses. It's owning something you don't actually understand.

Most investors learn this through painful experience, by losing money on something opaque. I've chosen to avoid that lesson the expensive way.

The Long Term Advantage

Here's what actually works: some positions stay for years or even decades if the underlying reason for owning them stays true. Others don't. That's not failure. That's being realistic.

The real edge isn't holding everything forever. It's being patient enough to let positions work over time instead of trading when volatility hits. Holding something for 7 or 8 years instead of 2 makes a real difference in returns. Most investors don't have that patience.

What You'll Find Here

Analysis of investments I'm actually researching. Clear thinking on healthcare where I have genuine authority. Other sectors where I've built real understanding. Not lengthy academic papers, just straightforward reasoning: why something is worth looking at, what makes it interesting, what could go wrong.

Quality over quantity. Investment ideas explained clearly, without unnecessary complexity.

No trend chasing. No short term trading tips. No manufactured opinions for attention.

How to Use This

If you want daily market updates or quick trading advice, this isn't the place. If you're interested in how to actually think about where your money should go, what questions to ask, what genuinely matters, how to avoid common mistakes, this might help.

I'm here to think clearly about capital allocation and be honest about what I know and what I don't. This style isn’t for everyone, nor is anything on this site financial advice; it’s simply a transparent journal of my investment thought process and actions.