Excurro Capital Partners is a fundamentally driven, value-oriented, long-short investment partnership. We believe that superior investment returns are available to investors that are willing to think differently than the “herd”
We also believe that portfolio managers should “eat their own cooking” and have the majority of their liquid net worth invested alongside limited partners.
We adhere to the following beliefs:
- Price is rarely equal to value, particularly with respect to smaller capitalization companies
- Rigorous fundamental research and experience provides superior insights into value
- The discipline to preserve resources (hold cash) allows investors to capitalize on exceptional opportunities when they become available
- Risk should be thought of as the probability of permanent capital loss, not short-term volatility of returns