Spot Opportunities

The first step is to get our eyes on investments with high potential.

  • Maintain and review our “bench list” of companies we have owned and met with in the past.
  • Attend conferences and meet with management teams.
  • Filter companies for winning characteristics such as valuations, strong corporate culture, aligned management incentives, and low debt ratios.
  • Discuss ideas with buy-side and sell-side analysts who know our investment criteria and have more industry-specific knowledge / experience.

This analysis helps us start with a group of stocks with a high estimated probability of outperformance.