PATIENCE TO WAIT FOR "OUR" PITCH AND THE RESEARCH PROCESS TO
INVEST WITH CONCENTRATION AND CONVICTION
STRATEGY
Identify structural change to proactively highlight investment themes and opportunities and then focus on misunderstood small & mid-cap companies subject to such change.
DIFFERENTIATION
Seek a specific investment opportunity via a systematic research process that is agnostic to industry or security selection within the capital structure. Compounding value throughout the business cycle by focusing on under the radar opportunities in inefficient markets is an ethos of Dark Horse.
RESEARCH PROCESS
Utilize a proprietary multifaceted research process designed to pinpoint the various hurdles to a successful investment.