Glendower has a distinctive investment strategy focusing 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 margin of safety, and focusing on efficient portfolio construction. The document provides details on average deal sizes, value creation methods, and portfolio diversification strategies.
documents/vol00010-efta01354432-pdf.pdf
{"title":"Glendower Investment Strategy","key_people":["Henry Nicholas"],"document_date":"2017-09-30","document_type":"tabular","key_organizations":["Glendower Capital"],"reference_numbers":["DB-SDNY-0039026","SDNY_GM_00185210","EFTA01354432"]}