The document outlines Glendower Capital's distinctive investment strategy, which includes sourcing less competitive deals globally, pursuing a selective value approach, buying with a margin of safety, and focusing on efficient portfolio construction. The strategy emphasizes disciplined bottom-up underwriting, value creation through fundamental analysis, and risk mitigation through diversification and hedging.
doj/DataSet10/EFTA01393487.pdf
{"title":"Glendower Capital Investment Strategy","document_date":"2017-09-30","document_type":"other","document_subtype":"investment strategy outline","key_organizations":["Glendower Capital","Aspen Grove Capital LLC"],"reference_numbers":["DB-SDNY-0099057","SDNY_GM_00245241","EFTA01393487"]}