We focus on special situations and deep value plays. We are open to L/S positioning that allows us to capture inefficiencies both on the upside and downside. For the long positioning, we like to spot asymmetric opportunities where the downside is relatively limited and the upside is not understood by the market – like restructurings, spin-offs, takeover targets, etc. We are a research group and from time to time we also take positions in the stocks we discuss publicly here on Seeking Alpha.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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