The document outlines Glendower's distinctive investment strategy, focusing on disciplined bottom-up underwriting of attractive assets managed by quality managers. It highlights four key investment strategies: sourcing less competitive deals globally, pursuing a selective true value approach, buying a margin of safety, and focusing on efficient portfolio construction. The document emphasizes risk mitigation and portfolio diversification.
documents/vol00010-efta01354002-pdf.pdf
{"title":"Glendower Investment Strategy Overview","document_date":"2017-09-30","document_type":"other","document_subtype":"investment strategy document","key_organizations":["Glendower","Dimension Capital Management"],"reference_numbers":["DB-SDNY-0038594","SDNY_GM_00184778","EFTA01354002"]}