Praesidium Investment Management Co. seeks to generate superior, absolute returns for their clients through the implementation of a private enterprise approach to investing. Their strategy focuses on identifying long-only equity investments in the securities of undervalued public companies using in depth, bottoms-up research. The firm often works with the management teams of portfolio companies with the goal of increasing the value of the company. Praesidium's investment process is based on fundamental business and credit analysis, capital structure and liquidation analysis, a review of all legal documentation surrounding an issuer's securities and identification of an investment catalyst.During the research process, Praesidium makes an assessment of the quality of the security in question by examining, among other things, financial metrics of the relevant company, the integrity and strategic vision of the management team and the ability to execute such strategy, as well as the attractiveness and risks of the company's industry. They then determine what they believe is a fair valuation for the security based on a combination of its future earnings, operating cash flow, free cash flow, liquidation value and revenues. If the public market price for the security is significantly below their fair valuation, Praesidium may attempt to purchase the security for their clients' portfolios. If they believe the security is priced significantly above their fair valuation and the security is currently included in a client's portfolio, the firm will generally sell some or all of the position in the security.

Eminence Capital focuses on fundamental long/short equity investing. The firm employs a research-driven, \"quality value\" investment strategy to achieve the fund's investment objective. Their investment diligence process is based on a combination of rigorous financial and qualitative analysis intended to help them determine the quality and durability of a business and determine the value of the business's security. The factors they analyze in determining the quality and durability of a business include barriers to entry, threat of substitutes, power of customers and suppliers, capital requirements, return on invested capital, earnings predictability, growth potential, quality and depth of management, rivalry among competitors, competitive position and quality of accounting. They make a two-part analysis in valuing a security. They first determine a security's current intrinsic value and then they determine the likelihood and magnitude of appreciation or depreciation in a security's future value. Eminence Capital executes their diligence and monitoring process in several ways including, but not limited to, construction of proprietary financial models and analysis; scrutiny of regulatory filings, management commentary and financial statements; evaluating third party company and industry information; performing qualitative field research to gain perspective on the industry and the company; meeting with senior management personnel; utilizing quantitative analysis and data science to enhance investment analysis; and performing thesis-specific fieldwork on topics identified during completion of their diligence.

RGM Capital is a value-oriented special situations firm, with an emphasis on small-cap equities. They manage a concentrated portfolio, take a long-term view on investments, and partner with company managements to enact change at the corporate level if they believe that certain catalysts are necessary to realize intrinsic value in a business. The firm may at times short-sell opportunistically if they believe a business model is flawed, but not solely to dampen volatility or to hedge.The common trait among the companies in which RGB Capital invests is that they are good businesses, yet trade in the public markets well below their intrinsic value. The seek businesses that possess favorable financial and operating characteristics including significant cash flow generation, cash-rich balance sheets, dominant market shares, pricing power, and recurring revenue streams.RGB Capital invests for the long-term with the expectation of significant stock price appreciation through various catalysts including improved operating performance, asset disposals, changes in their capital structure, or a higher profile with the broader investment community.

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Silver Lake Partners pursues large-scale private investments in companies within the technology, tech-enabled and related growth industries. Silver Lake Partners seeks to achieve superior risk-adjusted returns by investing with the strategic insight of an experienced industry participant, the operating skill of a world-class management team, and the investing capabilities of a leading private equity firm.

Investor at Grovo Learning, Inc.