Discovering undervalued investment opportunities around the globe.
In order to buy one share, we ask ourselves;
Would we buy the whole company?
Pouya David Yadegar CIO.
Public Equity Investors with a Private Equity Mindset.
Our long-term investment philosophy and disciplined risk management approach stem from our background as a successful family office with extensive real estate holdings and business operating experience.
We invest only in publicly traded companies, and take a private equity approach to our investment process. We don’t view companies as mere ticker symbols but as living entities we choose to own (or not).
Our portfolio consists of highly liquid securities and is widely diversified with approximately 30 longs and 30 shorts in 5+ sectors.
We have a proven 15-year track record.
We have a proven 15-year track record of identifying market opportunities early and substantially outperforming benchmarks.
Service Providers
Our team and infrastructure are best in class, with GIPS-verified performance and audits and accounting services performed by global industry leaders (KPMG, SS&C GlobeOp).
Wealth Management Platforms
What we do
We believe investors are missing out on some truly amazing opportunities because of their short term focus.
We come from a business-oriented background, which allows us to think long term and identify businesses poised to create outsized value as the future unfolds. We have a demonstrated ability to conceptualize complicated businesses, and our confidence in our analyses gives us the patience to let these long-term opportunities play out.