Ariel Mateo

New York, NY (USA)
Role(s):

Burgeoning Young Value Fund

Location: New York
Industry: Investing
Year Founded: 2006
Number Employees: INVALID
Description: Burgeoning Young Value Fund INVESTMENT OBJECTIVE The investment objective of the Burgeoning young value fund is to achieve rates of return that surpass that of the S&P 500 by 5 or 10 percentage points per annum. The main goal is to preserve capital by investing in undervalued equities. Our philosophy entails studying companies from the bottom-up, in an effort to understand everything that there is to know about a firm. Ideally, we want to invest in businesses with exceptional track record, strong financial position and favorable growth prospects. The stock market does not determine the value of a business; hence our investment strategy is not concern with the daily movements of the market. Opportunistic Value Investing Strategy • We believe that the market is generally efficie