Cantillon Capital Management

William von Mueffling, the founder and Chief Investment Officer, runs Cantillon's single global equity portfolio. He makes all material investment decisions himself, supported by a compact team across New York and London. There is no investment committee layer or separate sector-head structure that intercedes between von Mueffling and the positions.

Cantillon originally launched as a global long/short equity hedge fund in 2004 but later converted to a long-only registered investment adviser. Today it manages a single concentrated long-only equity portfolio of roughly 20 to 25 names. The firm no longer engages in short-selling or leverage as a structural component of the strategy.

Von Mueffling has publicly described a five-to-seven-year holding horizon, and 13F filings show annual turnover that is meaningfully lower than the fund-industry average. Top positions such as Mastercard and Moody's have appeared in the portfolio for more than a decade. The firm treats public-company investments with the same due-diligence tempo as private equity acquisitions (per the firm's communications).

Cantillon relies on proprietary fundamental research rather than screen-based or quantitative sourcing. Von Mueffling and his team look for businesses with high returns on invested capital, durable competitive advantages, and management teams they assess over multiple years of engagement. The firm explicitly states it avoids sectors where it cannot build a forward earnings view with five-plus years of clarity, such as commodity-driven industries.

There is no ongoing corporate relationship. Von Mueffling spent his prior career at Lazard Frères, where he led a global equities group and sat on the firm's management committee, but Cantillon was founded as an independent entity in 2003. Lazard is not a service provider, parent, or distribution partner to Cantillon.