Investing Opportunistically in Non-Consensus Equity Ideas
A U.S- centric equity portfolio, investing opportunistically in non-consensus ideas, unconstrained by sector with flexibility across market cap. Through deep fundamental analysis, we seek to identify underfollowed, underappreciated and undervalued companies undergoing significant, positive change at the company, industry or market sentiment level.
Why Invest in the Portfolio
We concentrate our research and analysis on evolving, misunderstood and controversial investment ideas where we have a differentiated view from the market. This approach aims to avoid stocks already well known and fairly valued by the market.
AN OPPORTUNISTIC PORTFOLIO
The Portfolio seeks to capitalize on non-consensus equity investments unconstrained by sector with flexibility across market cap. We seek to be early to evolving investments. This approach aims to provide long-term risk-adjusted returns greater than broad equity markets.
CHANGE PRESENTS OPPORTUNITIES
The Portfolio offers exposure to securities undergoing changes at the company, industry or market sentiment level that we believe will positively impact the stock price.