Glendower'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 provides details on average deal sizes, transaction percentages, and portfolio diversification strategies.
doj/DataSet10/EFTA01391537.pdf
{"title":"Glendower Investment Strategy Overview","document_date":"2017-09-30","document_type":"tabular","key_organizations":["Glendower","BBR Partners"],"reference_numbers":["DB-SDNY-0096489","SDNY_GM_00242673","EFTA01391537"]}