Opportunistic investing across public and private markets
We pursue concentrated, high-conviction investments across three core strategies, maintaining flexibility to allocate capital where we see the most compelling risk-adjusted opportunities.
We seek securities trading at significant discounts to intrinsic value, focusing on businesses with durable competitive advantages, strong cash flow generation, and competent management teams. Our patient, long-term approach allows us to capitalize on market inefficiencies and compound capital through a disciplined buy-and-hold philosophy, allowing intrinsic value to be realized over time.
Deep fundamental research drives every investment decision. We analyze financial statements, industry dynamics, competitive positioning, and management quality to develop differentiated insights and high-conviction investment theses.
We invest in securities affected by corporate events, dislocations, or structural changes that create temporary mispricings. These opportunities include restructurings, spin-offs, mergers, liquidations, post-reorganization securities, management changes, regulatory shifts, and other catalysts that the market may not fully appreciate.
We selectively invest in private companies and assets where we can leverage our operational expertise and network to create value. Our focus is on opportunities with clear paths to value realization, whether through operational improvements, strategic repositioning, or eventual liquidity events.
We bring a disciplined mindset to our investments, emphasizing downside protection, alignment of interests, and active engagement with management teams when necessary to drive outcomes.
Systematic screening combined with opportunistic sourcing from our network. We focus on areas where we have differentiated knowledge or insight.
Rigorous analysis of fundamentals, industry dynamics, and risk factors. We seek to understand businesses deeply before committing capital.
Concentrated positions sized according to conviction and risk, while remaining mindful of portfolio liquidity needs.
Discover the experience and expertise behind Presidio Asset Management.
Meet the Team