INVESTMENT APPROACH

• Combine a single-name fundamental approach with active trading and risk management
• Willing to trim or cut positions as risk/reward changes, and catalysts come to fruition
• Go beyond the traditional hedge fund approach to fundamental credit and equity investing with creative trade structuring to mitigate downside and maximize upside
• Keen focus on adaptability driven by the view that markets and opportunity sets constantly change

PORTFOLIO CHARACTERISTICS

• Invest in credit and equities with strong contribution across both asset classes
• Flexibility to invest in companies of various market caps given fund size
• Ability to size positions larger given trade structuring and hedging approach
• Demonstrate fluidity and expertise in options and other derivative instruments that many funds are not comfortable utilizing

CULTURE

• Strong alignment and partnership culture across senior leadership
• Lengthy and senior shared experience across the firm, especially given the firm’s early stage
• Lead with a focus on work ethic & lack of complacency
• Minority-owned firm with a deep belief in the importance of diversity
• Significant investment in infrastructure with institutional experience early in the firm’s lifecycle