Announcing Finalists in the van Biema Small Cap Challenge

By: SumZero Staff | Published: April 20, 2017 | Be the First to Comment

SumZero, Inc.

van Biema Value Partners, an investment adviser specializing in identifying, vetting, and investing in small, value-oriented hedge funds, and legend Chuck Royce are pleased to announce the Finalists in the recently completed van Biema Value Partners Small-Cap Challenge. The initiative was designed to identify talented managers in the US small-cap space.

Select managers named below will now be invited to participate in a new van Biema Manager Platform, receiving advice in business development and operations, and gaining exposure to van Biema’s broader network. Upon completion of investment and operational due diligence processes, exceptional candidates will be eligible for direct investment from van Biema.

We quote directly from the van Biema team,

”We chose four finalists, and also awarded two honorable mentions. We were pleased with the high quality of the submissions and are grateful to all who participated.

Finalists were selected on the basis of the quality of the stock idea and that of the write-up, itself. All provided well-reasoned, well-presented investment theses, indicating thorough research and a keen focus on key issues and risks. We particularly valued the authors’ insistence on a significant margin of safety, whether that rested on a substantial discount to the value of underappreciated hard assets (in the cases of Trecora Resources and Lucara Diamond) or to that of the earnings power of a competitive business model and quality management (in the case of Mesa Laboratories). We were also impressed by an attention to the alignment of other key shareholders (central to the Hill International thesis) and to that of management (particularly in the case of Lucara Diamond). Acknowledgment of the risks faced by an investment, and attention to the quality of the balance sheet, providing downside protection, also weighed significantly on our choices.

We look forward to engaging with the managers in person, through both our follow-up meetings and our Ocean House retreat.”

Finalists (in alphabetical order):

Wills Manley (Mitotic Investments)

William Thomson (Massif Capital)

Douglas Ott (Andvari Associates)

Matt Hagerty (Lawton Park Capital Management)

Honorable Mentions (in alphabetical order):

Amit Batra (Ratel Capital Management)

Luis Sanchez (Anaxi Capital Management)

Join SumZero Buyside or Allocator to View All Entries/Finalists

Our sincere congratulations to the Finalists/Honorable Mentions, and our thanks goes out to all those who participated in the initiative.

SumZero is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice. There is no requirement that any of our Information Providers be registered investment advisors or broker-dealers. Nothing published or made available by or through SumZero should be considered personalized investment advice, investment services or a solicitation to BUY, SELL, or HOLD any securities or other investments mentioned by SumZero or the Information Providers. Never invest based purely on our publication or information, which is provided on an "as is" basis without representations. Past performance is not indicative of future results. YOU SHOULD VERIFY ALL CLAIMS, DO YOUR OWN DUE DILIGENCE AND/OR SEEK YOUR OWN PROFESSIONAL ADVISOR AND CONSIDER THE INVESTMENT OBJECTIVES AND RISKS AND YOUR OWN NEEDS AND GOALS BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTMENT DOES NOT GUARANTEE A POSITIVE RETURN AS STOCKS ARE SUBJECT TO MARKET RISKS, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL. You further acknowledge that SumZero, the Information Providers or their respective affiliates, employers, employees, officers, members, managers and directors, may or may not hold positions in one or more of the securities in the Information and may trade at any time, without notification to you, based on the information they are providing and will not necessarily disclose this information to subscribers, nor the time the positions in the securities were acquired. You confirm that you have read and understand, and agree to, our full disclaimer and terms of use, a copy of which can be accessed by clicking here and that neither SumZero nor any of its Information Providers is in any way responsible for any investment losses you may incur under any circumstances.


Please sign in or create an account on SumZero to post a comment.


Want access to more professional investment research? Join SumZero.