At Occam Crest, we know there is one constant in today’s equity markets: corporate change is perpetual.
We focus our research on uncovering value from the inefficiencies created by corporate change.
We structured Occam Crest in order to be:
Focused – Occam Crest focuses all our resources on the SMID market ($500 million to $20 billion)
Flexible – While our heritage is in value, we also recognize the power of capital efficient growth. We do not allow style boxes to dictate our approach.
Agile – We use AUM to our advantage. We want to be nimble enough so that we can move seamlessly in and out of positions as necessary to maximize return and reduce risk.
Independent Fundamental Research
Requisite Investment Premises
Occam Crest has identified five patterns of corporate change that we believe can unlock realization of investment value.
Occam Crest values a company as if it were acquiring the entire business and would have ownership of its free cash flow.
Occam Crest looks for an owner mentality among management. We monitor and evaluate: