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 true 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.
doj/DataSet10/EFTA01393998.pdf
{"title":"Glendower Capital Investment Strategy","document_date":"2017-09-30","document_type":"tabular","document_subtype":"Investment Strategy Overview","key_organizations":["Glendower Capital","Forrestal Capital LLC"],"reference_numbers":["DB-SDNY-0099922","SDNY_GM_00246106","EFTA01393998"]}