Idea Generation | Due Diligence | Decision Making | Portfolio Management | Sell Discipline

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Idea Generation

Every member of our investment team contributes toward research and security selection. Our investment team will create a hypothesis and formulate an idea by researching opportunities in depressed industries, forced sellers and industries or companies that are surrounded by neglect, pessimism or controversy. Our analysts' diverse backgrounds and networks create an opportunistic universe. Ideas are generated from a multitude of sources including contacts, coverage, trade publications, company managements, industry consultants, corporate or regulatory change and screens.