Our founder has over 18 years’ experience in global investment research and corporate treasury, including roles at a Fortune 1000 company and two multi-billion-dollar asset managers. As an equity analyst covering many different sectors (consumer, healthcare, technology, basic materials, industrials), he picked up some ugly battle scars and dealt with various management team “styles” and capital structures. These scars, over time, yielded the know-how to identify mispriced securities across multiple industries and points in the economic cycle. Experience working closely with CFOs, IROs, and buy-side PMs (both long-only and multi-manager “pods”) furnished the toolkit to distill the quarter-to-quarter nuances of management messaging to the Street. Consequently, pattern recognition ("we have seen situations like this before"; “this feels like an analogue situation to what we witnessed before with another business model or management team”) remains critical to our investment process even today.