Investment Strategy

We apply a “private equity approach” to investing in public markets, pursuing similar operational and strategic actions sought by private equity investors; however, by staying in the public small/mid-cap market and affecting collaborative change without taking majority stakes, we can avoid control premiums, illiquidity, and overcrowded names, limiting potential overlap with other hedge funds.

The investment team performs deep research to identify fundamentally undervalued companies, focusing on those where actionable operational improvements and strategic transactions can enhance shareholder value. The Firm’s investment universe includes 2,500+ U.S. public companies with market values between $500 million and $15 billion, focused on our Founder’s and CEO investors’ expertise across sectors, including: Consumer/Retail, Financials, Healthcare, Industrials, Real Estate, and Technology/Media/Telecom.