Objective
Invests in structurally sound businesses with strong cash flow that may be misunderstood by the market.
Why This Strategy?
People
Co-Portfolio Managers Josh Schachter and Philip Greenblatt have extensive experience in value investing.
Portfolio
Strives to deliver long-term capital appreciation through a concentrated portfolio with a family office culture focused on capital preservation.
Philosophy
Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.
Process
Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.
