Inspired by Occam’s Razor, “the simplest solution is usually the best”, we focus on Uncovering Value in Corporate Change in the small and midcap (SMID) sectors of the market.
At Occam Crest, we believe markets efficiently process new information, but do not always recognize the more profound implications of corporate change. We focus our research on uncovering value from the inefficiencies created by one of five catalytic patterns of corporate change.
To deliver superior returns to our capital partners seeking long term growth in the small and midcap (“SMID”) sectors of the market.
UNCOVERING VALUE IN CORPORATE CHANGE: To identify, understand and exploit patterns of corporate change that can unlock significant value for our partners.
To grow our firm in a responsible and prudent manner that always places our partners interests first and aligns those interests with our team.