Insight — Find the value in situations ignored by other investors
Focus — Seek transformative opportunities with the potential for significant strategic growth beyond the existing business through roll-ups, business model re-alignment, new ventures, strategic alliances, turnarounds and recapitalization
Due Diligence and Analysis — Bottom up research and due diligence process. The key component for a successful investment. The complexities of companies in transition make this imperative
Operator’s Perspective — Thorough due diligence is incomplete without the perspectives of experienced operating management
Independent — Road less travelled. As a general principle, avoid large, over-followed situations
