hiddenvaluestocks
Interview With White Falcon Capital’s Balkar SiviaQ: Could you tell us a bit about your and White Falcon’s background? White Falcon was founded as an investment partnership in November 2021. We started off with friends and family but have since expanded to managing money for high net worth individuals and family offices. Our goal is to compound capital over the long term. We follow the Buffett partnership model and charge no management fees but have a 15% performance fee with a high watermark. Before founding White Falcon, I worked at Burgundy Asset Management as a Vice President and Investmen...
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Dan Roller’s Maran Capital Management has not featured in Hidden Value Stocks in thepast. Still, the value-orientated equity hedge fund has an impressive track record ofoutperforming by selecting undervalued small and mid-cap stocks. It has returned 12% perannum net since its inception five years ago. One of Maran’s “key ingredients” in its quest for generating superior returns is “insight,” themarriage of information and knowledge. This is the only way to build conviction, particularlyduring times of uncertainty, Roller explained in his Q1 letter to investors. At the end of the first quarter,...
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The June 2021 issue of Hidden Value Stocks contained an interview with Michell Scott, CFA, the founder and portfolio Manager of Choice Equities. In the interview, Scott highlighted Select Interior Concepts, Inc. (NASDAQ:SIC) as one of his top investments. Four months after the issue was published, Select was acquired by Sun Capital Partners, Inc., at a 53% premium to the price when recommended. Choice Equities Discusses CroxOne of the fund manager’s latest ideas is Croc’s Inc. We first highlighted this idea in the Q1 issue of Hidden Value Stocks, and since then, the stock has gone through a ro...
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Lowell Capital’s Investment IdeaLowell Capital has not featured in Hidden Value Stocks in the past, but the value-focused firm outperformed in a tough market last year, returning -6.7% for the year to the end of November, compared to the S&P 500’s -13.1% return. Lowell’s area of focus is small-cap value, with a preference for “under-followed or misunderstood companies which generate strong cash flows.” In its December letter to investors, the firm discussed its current largest long position, Sylvamo Corp (NYSE:SLVM). Here’s a condensed version of the fund’s analysis: “Sylvamo Corp produces and...
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The June 2021 issue of Hidden Value Stocks contained an interview with Michell Scott, CFA, the founder and portfolio Manager of Choice Equities. In the interview, Scott highlighted Select Interior Concepts, Inc. (SIC) as one of his top investment ideas at the time. When the issue was published, SIC was trading at $9.50 per share, and it was acquired in October by Sun Capital Partners, Inc., a global private equity fund, for $14.50 per share for a quick 53% return. Q1 2023 hedge fund letters, conferences and more Choice Equities On CrocsThe fund manager's latest idea is Crocs Inc. Here's an ext...
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Connor Haley manages the Alta Fox Opportunities Fund, which focuses on finding undervalued small-cap equities. While the fund struggled last year, reporting a net return of -19.5%, since its inception in April 2018, Alta Fox has returned 318% net, outpacing the S&P 500 (58%) and Russell 2000 (22.5%). Q1 2023 hedge fund letters, conferences and more Alta Fox's New Top Holding - Pathward FinancialIn Haley's latest letter to investors, he highlighted a new top holding for the fund, Pathward Financial: "Pathward is a small cap bank based in Sioux Falls, South Dakota. Like all banks, it takes custo...
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Interview With Tourlite Capital’s Jeffrey CherkinCould you give us a bit of background on Tourlite and the firm’s history?First off, thank you for reaching out. We began investing in April 2022. Before launching Tourlite, I spent a year at a value-focused long/short equity fund and then almost three years at Spruce Point focused on short selling. Q4 2022 hedge fund letters, conferences and more My goal for Tourlite is to combine these investment frameworks into a traditional long/short strategy to generate returns on both the long and short side. I always envisioned launching my own venture, a...
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GrizzlyRock On Ardagh Metal PackagingBack in July 2017, GrizzlyRock Capital pitched Resource Capital and Vishay Precision Group as the firm’s two favorite undervalued small caps. Q4 2022 hedge fund letters, conferences and more Both have produced positive returns over the past five years, but Vishay Precision is the standout performer. The stock more than doubled between July 2017 and August 2018. Over the past five years and 10 years, the stock has returned 8.6% and 11.7% annualized, respectively. One of the fund's latest ideas is Ardagh Metal Packaging (NASDAQ:AMBP), a company that listed pu...
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Rowan Street’s Thesis On MetaIn the September 2019 issue of Hidden Value Stocks, Rowan Street Capital pitched Box Inc (NYSE:BOX) and Under Armour Inc (NYSE:UA). Rowan’s Box Inc pitch proved to be incredibly well-timed. The company reported a surge in business during the global pandemic, and the stock took off. Over the past three years, shares in the cloud storage provider have returned 22.4% per annum. Q3 2022 hedge fund letters, conferences and more The fund has now directed its attention to Facebook's parent company Meta. It believes the market's view of the company's spending and growth pl...
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Updates from Previous Issues: McIntyre PartnershipsMcIntyre Partnerships, and its founder, Chris McIntyre, were featured in the December 2018 issue of Hidden Value Stocks. Q3 2022 hedge fund letters, conferences and more Over the past four years, the fund has outperformed its benchmark substantially by investing in under-the-radar, high-quality small-cap stocks. McIntyre has returned 14% per annum gross since its inception at the beginning of 2017 compared to 3.4% for its benchmark, the Russell 2000 Value index. According to its latest figures, the fund was down -15.7% for the year to the end ...
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