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Monitoring Investments

Our approach to monitoring investments includes:

  • Regular internal investment and external management meetings
  • Ongoing research and meetings with industry competitors
  • Ongoing dialogue with industry experts and analysts
  • Daily monitoring of trading liquidity and quantitative and technical monitoring of all portfolios
  • Attendance at industry specific conferences and trade shows
  • Ongoing review of corporate filings, brokerage research reports, and price targets
  • Participation in quarterly conference calls and presentations by management
 
 
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