Select Contrarian Value

Partners L.P.

Fund Investment Objectives

We capitalize on pricing inefficiencies by looking beyond short-term stock price gyrations and focusing on the fundamental / intrinsic value of the targeted business. Our process begins with identification and basic preliminary bottoms-up analysis. Extensive due diligence is conducted including face to-face meetings with company personnel that result in a management quality ranking, business model evaluation, and company financial structure analysis. Concentrated positions are taken in companies that make the cut.