We strive to generate positive long-term returns through all market environments. The Fund’s concentrated long-short approach allows us to focus on our best ideas, which often include short positions that act as a hedge to our core long portfolio.
Excurro Capital Partners applies a private equity style “bottom-up” approach to investment selection, utilizing rigorous due diligence procedures that are uncommon among public fund managers.
We seek long-term investment opportunities, primarily amongst smaller, under-followed public companies. Typically the largest dislocations between price and value develop in companies that are too small for larger funds to take meaningful positions.
We select a core group of investments the old-fashioned way, by reading public filings and conducting follow-up due diligence.