Opportunistic
Value Investing

We are disciplined institutional bottom up value investors.  We create concentrated high active share portfolios and seek to invest in companies that have intrinsic values above their current market price.

Our Edge

Contrarian
Investors

we buy when shorter-term investors are selling

Tactically
Overweight
Deep Value

when opportunity presents to drive additional alpha

Patience

wait for right opportunity to buy and execute “time arbitrage” with our holding periods

Key Thesis
Points™

identified in bottom up analysis and will act as catalysts to drive stock price towards true value

Blend of Core Value and Deep Value Sleeves of Portfolio

most strategies are one or the other

Contrarian
Investors

we buy when shorter-term investors are selling” appears

Patience

wait for right opportunity to buy and execute “time arbitrage” with our holding periods

Tactically
Overweight
Deep Value

when opportunity presents to drive additional alpha

Key Thesis Points™

identified in bottom up analysis and will act as catalysts to drive stock price towards true value

Blend of Core Value
and Deep Value
Sleeves of Portfolio

most strategies are one or the other

News & Insights

We are committed to a transparent and open partnership with our clients.