We apply a private equity approach to the public markets
Investment typically fall into several categories:
Contrarian
Spin-Off
Reorganizations
Independent thinking, fundamental research, and disciplined investing for over 35 years.
Value Discipline
Value defined as a discount to intrinsic value - SCM applies a private equity approach to public markets.
Long Horizon
Relatively long investment horizon - a 3-year, 50% return hurdle, or roughly 15% annualized.
In-House Research
Intensive proprietary research performed by a team with continuity dating back 35 years.
Concentration
Concentrated portfolios focused on known pools of market inefficiency.
Catalyst-Driven
Presence of a catalyst to close the intrinsic value discount, plus direct client-principal communication and proactive engagement with management.
Intrinsic Value Strategy
Rewarded in history of strategic/financial takeovers. >30 since 2001 in All Cap.