Our Approach
Current Investments
Explore our proprietary investments, each backed by a comprehensive investment thesis. We allocate our own capital to high-conviction positions in attractive businesses trading at a significant discount to intrinsic value and seek to increase shareholder value through constructive engagement.
Premium Research
Access our institutional-quality activist-style research reports and financial models, providing deep insights and valuation scenarios. Our premium research offers a comprehensive understanding of target company, market dynamics, return potential, risks and strategic opportunities.
Corporate Strategy Advisory
Our corporate strategy advisory and support services involve in-depth reviews and analysis to identify value drivers, risks, and incremental shareholder value creation opportunities for corporates. We specialize in outside-in strategy reviews with an activist lens and ad-hoc project support.