Management & Investment Process
Management
The investment team leverages high degrees of experience and knowledge within a disciplined investment process.
Learn more about the Team.
- N. David Samra
- Managing Director
- 28Years Investment
Experience
- Beini Zhou, CFA
- Co-Portfolio Manager
- 15Years Investment
Experience
- Anand Vasagiri
- Co-Portfolio Manager
- 15Years Investment
Experience
Investment Process
The investment team seeks to invest in high-quality, undervalued businesses that offer the potential for superior risk/reward outcomes.
Undervaluation
- Determine the intrinsic value of the business
- Invest at a significant discount to intrinsic value
Business Quality
- Strong free cash flow
- High/improving returns on capital
- Strong competitive positions
Financial Strength
- Strong balance sheets reduce potential for capital risk
- Provides management ability to build value
Shareholder-Oriented Management
- History of building shareholder value
In-depth Investment Process