Discounts on mispriced securities don’t close themselves.
“While we don’t consider ourselves activist investors, we have no qualms about advocating on behalf of our unitholders to obtain fair value for the companies we own.”
“Catalysts are important for two reasons. With our private equity approach, what we’re always trying to do is begin with the end in mind. And when we buy a company, we ask ourselves who’s going to buy it and what is that potential price.”