Montrose Capital Group, LLC is a private firm that invests for itself in special situations. We generally focus on reactive event investing. Instead of making a predictive bet based on a wide range of variables, Montrose generally focuses on securities that have suffered an adverse event and a corresponding plunge in price. The firm prefers to invest in underlying businesses that are stable and cash flow positive.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
Hedge fund analyst, 6 years investing experience, mainly looking for special situation opportunities in small-mid cap firms with significantly asymmetric risk/reward profile