Our equity investment process begins by identifying themes in the markets that we believe offer unique opportunities for growth or preservation of assets. We seek out securities with a unique story that fits one or more of our themes on multiple levels.
- Strong management, growing cash flow, attractive balance sheet, competitive advantage
- Undergoing positive change/improving ROE
- Good companies experiencing short-term difficulty
Unlike commingled investments, we have no stated limitations and can respond nimbly to market changes.