Arvind Mallik and Jonathon Fite are the Managing Partners of KMF Investments, a Pure Pay for Performance Private Investment Partnership. We focus on finding deeply undervalued stocks across all industry sectors and geographies, with emphasis on world dominators, commodities and hard assets, and special situations. As value investors, we look at stocks as ownership stakes in real businesses, not merely as symbols with fluctuating ticker prices. Before founding KMF Investments in 2008, we were executives in the Strategy practice of Accenture for many years. As strategic and operational advisers to many of the world’s top companies, we helped clients create value for shareholders by developing innovative new products and services, improving sales and marketing, streamlining supply chain operations, and executing mergers and acquisitions. We apply our deep business and financial knowledge towards finding compelling investment opportunities.
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Contrarian PM manages a research-focused domestic long-short fund. We focus on fundamental, bottom-up research. We are contrarian and gravitate to complicated special situations where our research process and hard work is a differentiator for us. We love shorting stocks and enjoy the hard work and attention to detail that the short side requires. On the long side, our performance is driven by finding unique situations early and our holding periods are frequently in excess of one year.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.