Valiant | Est. 2008
[Global Long Short Equity]
Uncorrelated results through consistent long and short stock selection
Uncorrelated results through consistent long and short stock selection
Key Tenets of Investing
Be long-term patient investors
Make investments based on stock-picking, not market calls
Opportunistic, global approach, sector agnostic
Own great businesses that can compound capital
Strong alignment of interests with our investors
Differentiating Characteristics
Consistent net exposure close to market neutral
Historically maintained low net exposure and driven high-quality, uncorrelated results through consistent long and short stock selection.
Limit the size of the Strategy
The most compelling shorts are often capacity constrained and hard-to-borrow. Therefore, we are committed to running a reasonably sized strategy that allows us to make the short positions meaningful.
Innovative approach to fee structure
To receive a performance allocation in any given year, a 6.0% historical, 3-year gross CAGR must be met.
Tax efficient
A long-term holding period maximizes the ability to compound pre-tax dollars.
Characteristics of Companies We Seek to Own
Exceptional Management Team focused on ROIC
Strong Product/Service Offering
Business Models with High ROEs
Solid Capital Structure and/or Minimal Leverage
Sizeable TAM with Few Impediments to Growth
Sustainable Barriers to Entry/Competitive Advantages
Investment Team
Rishi Dixit
Investment Partner
Graham Goulet
Investment Partner
Alex Haak
Analyst
Chris Hansen
Founder and Portfolio Manager
Brian Holmquest
Investment Partner
Danny Karubian
Investment Partner
Johann de Sousa
Investment Partner
Umang Chamaria
Analyst
