Derby Street Managers - Process


Seeking Absolute Value
  • The investment process is based on independent research and analysis, aiming to uncover undervalued securities
  • There are three investment themes layered in the portfolio, Liquidations, Discounted assets and Long term growth
  • Derby Street employs fundamental, bottom-up security analysis to identify securities trading below their intrinsic value
  • Concentrated, long-only, absolute value strategy
  • We seek to hold our positions long-term, compounding growth over time