• Structured investment approach: research and emphasis on Value Investments, long term and ongoing communication with company management, expertise in analyzing complex deals, OTC trades, and shareholder activism in order to protect minority shareholder interests.

 

  • Value investing in small/mid cap companies: Entering positions at valuations that provide a margin of safety – low valuation/ close to net current assets, breakup value significantly above market price, cash flow positive companies with a strong balance sheet and history of dividend distributions.

 

  • Investing in special situations: arbitrage between parent companies and subsidiaries, price differentials between high yield bonds and issuing company stock, value dispersion of companies in the same sector, fast and efficient investment during atypical events such as market panic or large block OTC equity sales.   

 

investment Philosophy