Thursday, October 30, 2014 3:00:39 PM
http://kettlehill.com/philosophy.php
Kettle Hill Capital Management, LLC's disciplined, proprietary approach to investing and stock selection directs us to:
Focus on the small-capitalization stock universe: $100mm - $5B market capitalization
Identify stocks with powerful, non-consensus catalysts
Evaluate risk-reward discipline, targeting ideas with 50% upside/10% downside characteristics, within appropriate time horizon
Perform due diligence: proprietary research/surveys, interviewing multiple industry sources
Build financial models based on expectations
Initialize investment thesis, price target
Consistently monitor business trends, competitors, current market expectations
Manage positions based on achievement of target, change in thesis, stop-loss triggers, net-exposure management, short-term trading opportunities?
We seek balance between the return potential of the portfolio and the risks inherent in individual stocks, industry selection, small-cap investing, and the broader markets and economies. Our goal is to minimize downside risk and limit volatility while maximizing investor opportunities.
Twitter: @VincePagano
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