Investment Overview
Strategy Description
With +127% NET returns in 2020 Taylor Value Capital leverages a research driven approach to pinpoint opportunities in high-quality, mispriced securities to strategically drive capital growth in investor portfolios. Taylor Value Capital invests its own capital, aligning with investor interests and underscoring the confidence the firm has in the effectiveness of its proprietary investment approach.
An information edge. With deep knowledge of the inner workings of publicly traded organizations, we have perspective and insight to uncover information that may remain hidden to other investors.
Long experience creating shareholder value. The portfolio manager has a track record of driving up stock values through strategic transformations at multiple Fortune 500 companies.
Consultative approach to activism. We work with company management teams to identify catalysts and execute on opportunities to maximize the business value.
Low cost basis. We invest in significantly undervalued securities where the upside potential is significantly greater than the downside risk, thus creating a margin of safety.
Aligned interests. We invest our own money in the strategy, ensuring that our interests are aligned with those of our investors
