Investment Strategy

The Strategy is designed and managed to identify, implement and monetize investments sourced from three over-lapping areas:

  1. Dislocations
  2. Transformative Corporate Events
  3. Capital Markets Opportunities

The Strategy targets shorter-duration opportunities with defined, high ROIC characteristics and combines fundamental research with a focus on implementation and monetization. The investment process drives idea velocity to generate consistent and attractive return/risk asymmetries, optimal capital allocation, and risk mitigation through diversification, hedging, and trade structuring.