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.