investment philosophy

STRUCTURED INVESTMENT APPROACH

Research and emphasis on value & growth Investments

Long-term and ongoing communication with company management

Expertise in analyzing complex deals

OTC trades

Shareholder activism 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.