This portfolio is for our high risk special situation plays, many of which are dependent on very specific events or short-term catalysts, but can deliver very high returns. There are a number of reasons we may decide to establish a speculative position in a special situation. An example could be one where a company is about to make a move to improve the condition of its balance sheet. Special situation positions tend to be smaller in nature as a percent of our portfolio, but can often lead to outsized returns.
Special Situations Model PortfolioGeoTeam2019-04-16T16:12:44-04:00