We believe market inefficiencies create mispricings and undervaluations, which can be substantial in smaller capitalization stocks. We employ a private equity valuation approach in assessing public market equities to identify U.S. micro to small cap companies with capitalizations typically ranging from $100mm–$2.5 billion trading at discounts of 50% or more from intrinsic value.
Our research begins with analyzing important secular trends identifying areas in the economy that will thrive and to which capital will flow. To identify undervalued small cap companies, we integrate:
Once we have identified a specific opportunity but before we establish a position in the stock, we identify catalysts that could cause the company’s stock price to align more closely with its intrinsic value and develop a strategy to close the valuation gap. Our highest conviction ideas are appropriately emphasized in fund’s portfolio. Further, as involved investors, we engage management teams and shareholders to convince management to adopt strategies that can drive company performance and maximize shareholder value. Investments are made with initial time horizons of 24–36 months.
Our team of seasoned investment professionals work collaboratively to develop and deliver high-conviction, low-correlated strategies designed to help clients achieve their financial objectives.
Do you understand the definition of “accredited investor” provided in the link at the bottom of this page?Yes
After reading and understanding the definition of ‘accredited investor’ in the link at the bottom of this page, do you affirm that you qualify as an accredited investor?Yes
Click here to read the accredited investor definition.
Please contact us if you would like to discuss this requirement or any other information available on our site.