Investment Strategy

Investment Process

We maintain a dynamic focus list of ~300 companies that we consider to be the best long and short investment stories in the marketplace in terms of the quality of the company's business model, financial structure and fiduciaries.

We periodically analyze fundamental factors to determine whether each story is also a compelling investment. This includes an assessment of the stock‚Äôs valuation versus history and peers, recent performance, the potential for catalysts, and investor sentiment.