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Strategic Opportunity Investing
Long-Term Equity Investing Focused On:
- Dynamic Change and Major Unmet Needs
- Innovation
- Growth
- We seek to invest in companies that are addressing dynamic change and major unmet needs with high quality proprietary innovation thereby creating the potential for significant multi-year compounding growth.
- We focus on long-term fundamentals and think like business owners.
- Our overall portfolio goal is to achieve superior long-term capital appreciation.
Investment Team
Howard Friedner
Executive Managing Director
Portfolio Manager
William Butler, CFA
Managing Director
Portfolio Manager