Investment Strategy

We maintain positions in both private and public companies, with a focus on opportunities where strategic involvement can accelerate returns.

We selectively take stakes in undervalued public companies — particularly those trading at a discount to their net tangible asset value — where we can:

• Add strategic value
• Introduce new investors or acquisition opportunities
• Influence or redirect corporate strategy

When warranted, we may seek to acquire and take companies private. In many cases, our involvement accelerates outcomes, either through direct action or by attracting third-party interest. This approach shortens our investment horizon while unlocking value.