Unconventional Capital Wisdom
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Bankwell Financial Group: Significantly Undervalued While Outsider CEO Crafts Encore Performance

Howard Marks' recent memo revisited his suggestions on how institutional investors might approach achieving superior investment results. His point centers around a simple fact that if investors seek superior returns, one must dare to be great. Unconventional behavior begets unconventional returns. Investors must be willing to do things differently to get superior results and this, of course, is the idea we subscribe to, hence our name.

If you've watched Howard Marks in recent interviews, you'd recall that he says there are fewer places one can find bargains. The only thing is that Howard Marks' Oaktree has a disadvantage, too much capital. For the smaller investor there continues to be areas people stay away from and bargains can be found. Our...

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