The document outlines Glendower's distinctive investment strategy focusing on disciplined bottom-up underwriting of attractive assets managed by quality managers. It highlights four key principles: sourcing less competitive deals globally, pursuing a selective value approach, buying with a margin of safety, and focusing on efficient portfolio construction.
doj/DataSet10/EFTA01389946.pdf
{"title":"Glendower Investment Strategy","document_date":"2017-09-30","document_type":"tabular","document_subtype":"investment strategy document","key_organizations":["Glendower Capital"],"reference_numbers":["DB-SDNY-0094314","SDNY_GM_00240498","EFTA01389946"]}