Investments

Investments we have made

Intelsat S.A. (I) and SES S.A. (SESG)

To the Moon

Adamas Pharmaceuticals, Inc. (ADMS)

4x Upside for a Misunderstood Drug Maker

Luxoft (LXFT)

Premier Software Developer with Cost-Effective Eastern European Talent – Long-Term Po...

Webster Financial (WBS)

Healthy Bank with a Hidden Gem: 34% Upside and a Potential Spin-Off

JGWPT Holdings Inc. (JGW)

Dominant Franchise in a Lucrative Niche Has 75% Upside

Lindsay Corporation (LNN)

Irrigating the Emerging Markets With A Modest Valuation

Prime Office REIT-AG (PMO.DE)

September 24th Merger Vote Combined with Shareholder Activism Should Unlock Value

AMERCO (UHAL)

Dominant Do-It-Yourself Moving Company with Insurance and Real Estate Assets Has 40-60% ...

Urbana Corp.

Reasonably Valued Portfolio Holdings Trade at a 30% Discount

Aéropostale, Inc.

Teen Retailer with Cheap Valuation and Strong Growth Even During Recession

Sterling Shoes, Inc.

Shares Poised to Double or Even Triple

Interval Leisure Group

Duopoly with High Free Cash Flow and Unique Barriers to Entry