• Unconstrained, benchmark agnostic

• Presently focused on emerging market equities and US equities exposed to emerging market growth, energy & infrastructure, and turnaround situations

• Ability to invest in opportunistic private placement transactions and small-issue fixed-income opportunities offering equity-like returns

• Concentrated portfolio of typically 40 publicly traded equities and select private and fixed income securities

• Long-only, no leverage, no hedging

• Stock picking based on macro and micro fundamentals