From the world's borders to the world's board rooms, we focus almost exclusively on value and special situation investment opportunities. Focused and flexible, we attempt to invest anywhere in the world for a value opportunity commensurate with risk. We believe that we find the best opportunities where other market participants may have overlooked the salient factors that can make an investment a long-term success. |
Observations, Analysis & Insights
Our investment approach is based on our analysis, insight, valuation, and decisivenes. We focus on the strategic tone and the ability of management to deliver in our portfolio selections. We are deliberate and consistent in our investment analysis, weighing the impact of key factors in our decisions: the global economic environment, domestic and world political trends, liquidity and credit availability, and where possible, tax efficiency. While we maintain a disciplined approach, our strategy concentrates on the objective of achieving outstanding long-term results and total return. We actively monitor ongoing data to evaluate the most appropriate course of action for our clients. Read More : Observations, Anaylysis & Insights
Execution, Advocacy & Activism
We take an active role on behalf of the clients’ interest. While we prefer to be fervent advocates on behalf of our portfolio companies, we realize that circumstances may cause us to become agents of change from time to time. We believe boards and managements should listen to their shareholders. If they don’t, we may take the necessary steps in an attempt to unlock value, perhaps even joining the board to make our voices heard among other shareholders. Read More: Execution, Advocacy & Activism
Investment Vehicles – the Total Return Objective
Based on validated policy strategies, we select and evaluate appropriate investment vehicles, including (but not limited to) Equities, Closed-End Funds, Exchange Traded Funds (ETF's), Publicly-Traded Limited Partnerships, and Mutual funds. Our ability to take advantage of a wide range of global investment opportunities is critical to long-term investment results. This multitude of options affords us a wide range of investment possibilities to pursue a client’s goals. |
