Private Equity in Public Markets. Hunting 3x's in 5 Years.

Published: October 16, 2018

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North Peak Capital LLC

Jeremy Kahan and his brother Michael co-founded North Peak Capital following careers in finance. They both attended Harvard Business School, Michael after a bachelor’s from Harvard College, and Jeremy after a bachelor’s at Yale. Their fund emplo...

Exclusive Manager Interview on Facebook

Published: September 20, 2018

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Flickr, Anthony Quintano

Our investment philosophy focuses on purchasing the very best businesses in the world. We are very selective and only consider companies that pass our rigorous Selective Process. In order to be considered a Selective Company a business must poss...

An Open Letter to Goldman's CFO on Employee Compensation

Published: September 18, 2018

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New York Times

Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture. We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. ...

Top-Ranked Deep Value Manager's Latest Small-Cap Idea

Published: September 13, 2018

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Print57, Flickr

I think a lot of folks bifurcate the world into value and growth, but this doesn’t make sense to me. I define value investing as buying an asset at a discount to intrinsic value. Just because a business is growing quickly doesn’t mean you can’t bu...

The Great, Undiscovered CEOs Research Challenge

Published: September 12, 2018

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U.S. Department of the Treasury

SumZero is pleased to launch a dedicated research challenge executed in exclusive partnership with a multi-billion New York City-based hedge fund. The Challenge is designed to identify actionable investments led by unsung, but nevertheless outstan...

Advice from Top Ranked Micro Cap Specialist

Published: September 05, 2018

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Wikimedia

Optex is highly dependent on military spending for the company’s revenues and profits. The U.S. budget sequester in 2013 was a hard time for the company. Although this risk cannot be diversified away, we take some comfort in the planned increase...

Inter-Korean Diplomacy Stokes Optimism for Seoul-Based PM

Published: September 01, 2018

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Pixabay

With plans announced for a third inter-Korean summit this fall, the prospect of reconciliation on the Korean Peninsula looms. Chan H. Lee, co-founder and PM of Petra Capital Management, sat down with SumZero to share his insights on Korean market ...