INTERDISCIPLINARY VALUE INVESTING

WHO WE ARE

As an investment firm, we generate superior long-term risk adjusted returns by applying an interdisciplinary outlook to traditional value investing.

 

From law and international development to corporate finance, our broad expertise allows us to cast a wide net and approach every investment with equal parts creativity and logic.

 

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MATTHEW CASTEL

PETER MANTAS

“Whenever you find yourself on the side of the majority, it is time to pause and reflect.” – Mark Twain
Lannett
Lannett Co.: Opportunity In Controlled Generics
30 January, 2016
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Very rarely do we get interested in a beaten down stock in pharma, but Lannett...

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Top Picks 2016: Jack Henry & Associates
30 January, 2016
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Our CIO gives the MoneyShow one of his best ideas for 2016: Jack Henry &...

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Top Picks 2016: Marathon Petroleum
23 January, 2016
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Our Head of Strategy gives the MoneyShow one of his best ideas for 2016: Marathon...

Top Picks 2016: Global Brass and IBM
15 January, 2016
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Our CIO and Head of Strategy give the MoneyShow two of their best ideas for...