Fair Weather Strategies

Craig Drill makes all investment decisions. He is the principal and sole decision-maker, having previously spent over two decades at Goldman Sachs, where he became a partner in the equities division. The firm has no investment committee and no outside influence on portfolio construction.

Public filings show a long-standing preference for financial services, consumer staples, and insurance-like compounders. Confirmed positions have included Berkshire Hathaway, Markel Corporation, and Diageo. The firm avoids sectors dependent on rapid technological obsolescence or frequent capital-market refinancing, favoring businesses with multi-decade demand visibility.

Drill spent his Goldman career in institutional equities and capital markets, developing a network that provides direct access to management teams and a practitioner's understanding of market structure. This background supports the firm's ability to size positions during dislocations — such as adding to Diageo in early 2020 — when benchmark-driven sellers create price disconnects from long-term intrinsic value.