INVESTMENT PROCESS


  • We screen for compelling opportunities where short-term factors have created a window for an investment at a meaningful discount from intrinsic value.
  • We look for niche expansion or consolidation opportunities within the specific target's industry sector.
  • We conduct rigorous due diligence to develop our estimate of intrinsic value - and to quantify any market-price discount in a situation involving publicly traded securities.
  • We complete a detailed corporate governance and shareholder analysis to quantify our ability to influence change.
  • We prioritize situations that involve the largest discount from intrinsic value, thereby establishing a margin of safety to offset the usual cost friction in achieving a profitable exit.
  • We become involved in the special situations where an identifiable catalyst, within the control of management, would drive exit value - or market price in publicly held situations - toward intrinsic value.




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