Investment Partners Fund

Concentrated Long-Only Value with a Dynamic Option Protection Strategy

Screening, analysis and a dialogue with management. We build and maintain models to forecast a security’s value.The attractiveness of the investment opportunity is a function of price; we will invest when the price is low enough to allow for a satisfactory return. Overlaying the equity portfolio, we will deploy limited risk derivatives to mitigate portfolio vulnerability to broad market declines.

To hold a portfolio of 15-20 companies, with a documented investment case for why these companies should double in value over the next five years.

Fundamentally-based value investing combined with opportunistic and dynamic risk management can lead to long-term capital appreciation. We will buy a portfolio of well-run companies with a demonstrated ability to generate cash flow, allocate capital and deliver returns to investors.The companies in our portfolio will trade at reasonable valuation levels relative to other stocks in the market.