Investment philosophy

We invest from five dimensions. We believe certain classes of the equity & bond markets are more inefficient than others. We focus on asymmetric opportunities where we perceive limited risk of loss with a path to significant upside. We strive to identify idiosyncratic opportunities by employing our consistent research process.  A significant portion of our research is from public filings (8Ks and 10Qs) and other information flows such as interviews with management, competitors and street research.

For over two decades, Jason has employed a progressive process that utilizes rigorous bottom-up fundamental analysis, quantitative equity screens, bond market analysis, and macro top-down positioning that helps portfolio management returns and risk management. We monitor and screen 3,200+ down to 400 companies we know best from patterns that align with our framework, followed by deep-dive analysis on the opportunity where our models are compared with consensus expectations to validate significant divergence opportunities. 

The philosophy and framework have its origin, foundation, and framework derived from the work of the seventeenth century French mathematician Blaise Pascal with respect to asymmetric opportunities, limited risk of loss scenarios, and idiosyncratic analogous events.