Vimco Atlantic applies a business owner’s mindset in identifying its investments, conducting rigorous financial and operational due diligence, emphasizing predictability of cash flows and adhering to a strict buy/sell discipline. Vimco Atlantic takes significant minority ownership stakes in its portfolio companies and serves as a constructive shareholder, seeking to unlock value over time. The strategies focus on undervalued companies that are temporarily out-of-favor and candidates for an earnings turnaround, restructuring or takeover.
All sub-funds employ a long-only strategy and take concentrated stakes in a limited number of high conviction longs within a carefully-defined universe of quality, mid-cap industrial and consumer companies. Vimco Atlantic uses its position as a significant minority investor in its portfolio companies to constructively engage with company management to unlock incremental value. The long-only strategies do not use options, leverage or futures.
Vimco Atlantic's value investing methodology is differentiated by: