Unconventional Capital Wisdom
Value, long-term horizon, worldly wisdom, growth at reasonable price

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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
WITH SEEKING ALPHA PRO, INVESTORS CAN ALSO:
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
Money back guarantee. Seeking Alpha PRO members receive a no-questions-asked refund for membership on months paid and not used. Details