Balanced, LP

Fund Investment Objectives

Axel is an SEC registered, fundamentally driven long/short equity fund that invests in mid to large-cap companies on the behalf of one investor. Axel's process utilizes an industry top-down approach to narrow the focus and then performs stock specific bottoms-up research to identify specific investments. Businesses are evaluated for cash flow sustainability and recurrence of earnings given realistic levels of capital reinvestment and end market growth. Axel's expertise is honed through detailed financial modeling, management meetings, peak/trough analysis, and accounting evaluation. Each company is examined through corporate filings as well as through checks with suppliers, competitors, and customers. Axel does not maintain a growth or value bias and is directionally agnostic. All investment ideas are generated in-house.