Investment firm that specializes in financial services, utilizing a highly differentiated, deep fundamental approach with an experienced macro perspective, to identify compelling opportunities. Our flagship fund focuses on consolidation and operating leverage opportunities in the US community banking and emerging regional banking sector. The long/short fund focuses on the entire US financial services sector, undercovering undervalued and overvalued opportunities. The hybrid fund is a long only, longer-dated drawdown fund seeking to capitalize on micro-cap public and private companies.