Strategies

Partners

The Partners Strategy is a concentrated portfolio composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.

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Strategy Details

INCEPTION DATE

02/01/2018

MINIMUM INVESTMENT

$1,000,000

NUMBER OF HOLDINGS

8-20

Investment Process

1

Target durable businesses with reinvestment opportunities and strategic assets

  • Terminal value
  • Recurring revenue
  • Assets of value to strategic buyer

2

Sourced from forced or non-fundamental sellers

  • Liquidity provider at time of stress
  • Take advantage of market inefficiencies
  • Actively monitor capital flows and corporate actions

3

Engage with the business, management and board of directors

  • Deep fundamental research
  • Partners Fund Advisory Board and investors

4

Compound with management or sell to a strategic buyer

  • Compound value via organic and targeted M&A with aligned management
  • Isolate, invest and harvest crown jewel assets to larger, strategic buyer

Advisory_Reserach_Approach_To_Engagement-1-1

Portfolio Management

Matthew Swaim, CFA Swaim (website)
Matthew Swaim, CFA
Chairman & Portfolio Manager
Chris Harvey, CFA Harvey (website)
Chris Harvey, CFA
Portfolio Manager
William Florida, CFA Florida (website)-1
William Florida, CFA
Analyst
Connor Prassas Prassas (website)
Connor Prassas
Analyst

Materials

Fact Sheet
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Portfolio Manager Interview
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