Kestrel the new Buffet ?9 Mar 2014 19:31
For years, decades even, mainstream investors have been allocating capital to ever larger and more liquid assets. One consequence of this trend – acute lack of investment in quoted smaller companies – has created pricing anomalies and a classic value-driven, contrarian opportunity.
Kestrel Opportunities acquires significant holdings in high quality, profitable smaller companies that we identify as undervalued. We then work closely with management teams to unlock latent value and so deliver long-term capital growth for our investors.
You can look up Toscafund's mission statement for yourselves.