Our Fund
Our fund seeks long-term capital growth through a concentrated portfolio of undervalued stocks. We offer a distinctive risk/reward profile, driven by two components:
1
Concentrated Value Investing
Targeting undervalued companies using fundamental analysis, with a holding period of two to five years.
2
Special Situations
Focusing on mergers, acquisitions, bankruptcies, and spin-offs, with a holding period of less than 1 year.
High Conviction
Concentrated portfolios of 20-30 holdings
Military Discipline
Rigorous and systematic approach
Transparency
Separately managed accoutns with full client access
Proven Results
Consistently outperformed major indices since inception
Our Edge
Research Process Driving Our Approach
Our investment process is grounded in decades of research and expertise in value investing. Below, we’ve compiled key materials that have shaped our philosophy and helped us identify the most compelling investment opportunities as we deliver results for our clients.
1
"The Intelligent Investor: The Definitive Book on Value Investing"
Ben Graham
2
"You Can Be A Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits"
Joel Greenblatt
3
"Options, Futures and Other Derivatives"
John Hull
4
"The Black Swan: The Impact of the Highly Improbable"
Nassim Nicholas Taleb
5
"The Big Short: Inside the Doomsday Machine"
Michael Lewis