We are patient investors who practice the art of the long view, and are committed to achieving the best long-term outcomes for our business and our subscribers. Our choices are based on a disciplined due diligence process that measures risk while identifying the catalysts for increased value. We purposefully engage only in friendly transactions and work with talented management teams to achieve transformative results. Our group helps to maximize value by improving processes across varied elements of a business’ operations.
The returns that these picks earn for our subscribers — pension funds, academic and charitable institutions, as well as retail investors — help to secure and grow the assets needed to support retirees and fund essential programs.
“We are constantly looking for situations where we see something, or where we’re able to add value in a way that our competitors don’t. Our people feel the obligation to go out there and find special situations where we can intervene to drive change.”
– Leon Tepper
Founder & CEO
In determining value for new stock picks, we focus on a business’s current outlook and judge the predictability of that outlook over time, while also factoring in what can drive the business to even better results in its future.