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Deep Value Orientation: We capitalize on pricing anomalies created by investors' irrational response to near-term events.
Fundamental Research: We conduct in-depth research on each company from the point of view of business owners, not merely stock investors.
Concentrated: We generally make long-only investments in 10-15 publicly traded equity securities.
Active Ownership:
- Work quietly with management, in partnership, to build value.
- Proactively seek out catalysts for change, encouraging and facilitating implementation.
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Product Overview:
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- Smaller public companies
- Deep value
- In-depth fundamental research
- Highly concentrated
- Shareholder-friendly corporate change
- Private equity-like returns
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Constructive Engagement with Management
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Strong Credibility:
- History as long-term investors
- Demonstrated understanding of business issues
- Aligned interests
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Opportunities for return enhancement:
- Corporate strategy
- Capital management
- Financial performance
- Governance
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