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Inherent in our approach is the belief that the market price of a security does not necessarily indicate its true economic value.

Our analysts identify and research companies with solid balance sheets, the ability to generate significant amounts of free cash flow; and yet are misunderstood, neglected, or just out-of-favor with Wall Street.

We have followed this investment philosophy since our inception over 35 years ago in order to meet our goal of providing risk adjusted returns greater than the general market. We are proud of the long-term performance results that we have realized for our clients.

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Recent News

  • January 13, 2020
    Please join us at our inaugural Fireside Chat of 2020 on January 27 at the Yale Club with Tidewater’s (NYSE: TDW) recently appointed CEO, Quintin Kneen, and recently elected Chairman, Larry Rigdon.
  • November 13, 2019
    Barron’s The Activist Spotlight features 13D filings including Tidewater (TDW)
  • November 7, 2019
    Tidewater sheds directors – read what role activist Bob Robotti played in TradeWinds.