The document outlines Glendower's distinctive investment strategy focusing on disciplined bottom-up underwriting of attractive assets managed by quality managers. It details four key strategies: sourcing less competitive deals globally, pursuing a selective true value approach, buying margin of safety, and focusing on efficient portfolio construction. The document emphasizes risk mitigation and portfolio diversification.
doj/DataSet10/EFTA01391241.pdf
{"title":"Glendower Investment Strategy","document_date":"2017-09-30","document_type":"other","document_subtype":"investment strategy document","key_organizations":["Glendower","Third Lake Capital"],"reference_numbers":["DB-SDNY-0096058","SDNY_GM_00242242","EFTA01391241"]}