Glendower Capital's investment strategy focuses on disciplined bottom-up underwriting of attractive assets managed by quality managers. The strategy includes sourcing less competitive deals globally, pursuing a selective value approach, buying with a margin of safety, and focusing on efficient portfolio construction. The document outlines average deal sizes, discount rates, and portfolio diversification strategies.
documents/vol00010-efta01355288-pdf.pdf
{"title":"Glendower Investment Strategy","document_date":"2017-09-30","document_type":"tabular","document_subtype":"investment strategy overview","key_organizations":["Glendower Capital","Annandale Capital"],"reference_numbers":["DB-SDNY-0040334","SDNY_GM_00186518","EFTA01355288"]}