angle-left null Opportunistic Investor

Opportunistic Investor

Active Equity
  • Benchmark S&P 500® Index
  • Inception Date April 2015

Strategy Overview

The Opportunistic Investor strategy is a concentrated, highest-conviction, unconstrained investment approach that seeks high return potential over the long-term. The strategy selects approximately 20 stocks that the team believes have at least 50% return potential over three years and a low probability of permanent capital loss. We seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that will be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio.We have assembled a next-generation investment team to succeed in a new era of active management when deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.