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Screening thousands of publicly traded companies each year to identify the potential for significant value that is currently unrecognized by the stock market.
Why does undervaluation exist?
- Fundamental change. Significant changes (new management, new product, improved market conditions, etc.) can go unnoticed or be misunderstood,
- Negative perception of the company. Companies can fall out of favor with investors due to short-term earnings disappointments or other corporate events, and
- Lack of research coverage. Analysts with major Wall Street brokerage firms do not follow many small and mid-sized businesses.
Our research to identify companies with undiscovered value takes several forms:
- Conducting extensive financial screening using our proprietary computer databases and evaluation capabilities,
- Gaining referrals from our broad contacts across the business spectrum, including recommendations from current portfolio companies and investors, and
- Using our own in-depth knowledge of many industries. In identifying opportunities, our senior investment professionals draw upon operating experience or domain
expertise in diverse fields such as financial services, media, real estate, technology, communications, computer software and healthcare.
Step 2...
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