Investment Overview
Strategy Description
Tax-efficient, long-short intrinsic value equity strategy with investor-friendly 0/20 fee structure. Co-Invest alongside Founder/GP - majority of net worth in the partnership.
MAJOR INVESTMENT OPPORTUNITY IN VALUE STOCKS...similar to post-2000. Allocations should be made now to be in front of this exploitable opportunity.
Since November, the partnership is up 76%, but has similar upside to our estimate of fair value over the next few years.
See recent Partner Letters for an update on the Value Cycle and our thoughts on why the landscape is poised to change over the next 12 months.
Objective is to deliver FULL-CYCLE AFTER-TAX RESULTS superior to stocks, bonds, hedge funds and cash while minimizing the risk of a permanent loss of capital.
Approved on Fidelity/NFS, Schwab, Pershing & Millennium Trust custody platforms.