Our Investment Strategy For Public Equities
Our public investing strategy employs a long-term, absolute value approach to take advantage of a recurring opportunity in the market where price dislocation is caused by strategic and operational complexity.
The Opportunity
- Public markets compel companies to pursue strategies beyond the sustainable limits of their business model in support of high-multiple narratives
- Stock price dislocation repeatedly occurs when growing pains and necessary operational transitions disrupt the status quo
- Investors quickly lose patience and are unwilling to understand operational complexity or a company’s need to refocus
Our Advantage
- Take a long-term operator approach to exploit short-term market psychology and behavior
- Identify durable revenue and an ability to deliver sustainable customer value hidden within complex business models
- The Core Value Assessment is our framework built from deep strategic and operational experience that is the cornerstone of our ability to see through complexity and noise
- Our team and advisors have exceptional domain expertise