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Idea Generation

Every member of our investment team contributes in the research process, creating hypotheses and formulating ideas by researching opportunities in depressed industries, forced sellers and industries or companies that are surrounded by neglect, pessimism or controversy. Our analysts' diverse backgrounds and networks create an opportunistic universe. Ideas are generated from a multitude of sources including proprietary research, contacts, coverage, trade publications, company managements, industry consultants and corporate or regulatory change.