top of page

What We Do

Concentrated Portfolios

  • Individual equities and ETFs

  • 10-15 positions

Single Equity Investments

  • Individual stock idea that could be a strategic investment to a large family office. Extensive in-house research conducted on the idea that gives us a competitive advantage on how we view this vs. others.

  • Event-driven, special situation, catalyst to unlock value and potentially ripe for activism.

bottom of page