Independent Fundamental Research
Requisite Investment Premises
CORPORATE CHANGE PREMISE
Occam Crest researches a stock when some event indicates that a change exists for realization of investment value.
Active Capital Return Strategy
Consolidation & Acquisition
Industry Pioneer/ Founder Capital
Management Change
Spinoff & Divestiture
ECONOMIC VALUATION PREMISE
Occam Crest values a company as if it were acquiring the entire business and would have ownership of its free cash flow.
Cash generating capacity of a business relative to the total value of the company
Equity free cash flow yield
MANAGEMENT PREMISE
Occam Crest looks for an owner mentality among management.
We monitor and evaluate:
Operational Excellence
Capital Allocation Skill
Ownership and Alignment