Our mission: To support the well-being of our partners by safeguarding and growing their assets.
We specialize in SPAC research because of the substantial market inefficiencies available within the investment area. SPACs are publicly traded securities that raise cash for the purpose of purchasing a private company to list on the stock market. Before effecting a transaction, the common stock of the SPAC is fully backed by cash which provides significant downside protection. After a transaction is announced, the complex deal-making process can generate event-driven and arbitrage-oriented investment opportunities.
Our goal is to capitalize on mispricing at each phase of a SPAC’s lifecycle, from IPO through deal completion. We employ both qualitative and quantitative methods when evaluating SPAC teams, structures, deals, and business targets. Our goal is to take advantage of structural inefficiencies and security-specific mispricing while limiting market exposure risk and avoiding portfolio leverage. This fundamental approach differentiates us from SPAC investors that pursue a more passive, long-only approach.
20-year investment career
Fund of Funds management at Forester Capital (2006 – 2015)
Research and financial consulting at Cambridge Associates (1999 – 2005)
B.A., Philosophy, Yale University
CPA/ MBA / JD with over 25 years operational experience
Most recently at Charter Bridge Capital Partners, a fund founded by a former Maverick Capital partner
B.A., Economics, Wagner College; M.B.A, St. Johns University; J.D., Touro College School of Law
Fundamental analyst focused on detailed modeling and research of post-deal businesses
Buy-side experience following sell-side work at Standard & Poor’s subsidiary, CRISL
Finance Major, M.B.A from Institute for Financial Management and Research
Quantitative analyst focused on modeling and data intensive projects
Advanced mathematics training and software development experience
Sc.B, Mathematics, Brown University
Quantitative analyst focused on event-driven ideas and research
Mathematics training and six years of SPAC investment experience
B.A. in Mathematics and B.A. in Economics from New York University