Eric Schleien has created a boutique value shop catering to preserving and growing capital for specific individuals and companies. We tend to hold a concentrated portfolio of high quality securities that we evaluate to be both safe and cheap. An essential component of any investment we get involved with is amazing people. We look for management teams with a proven track record, who have impeccable integrity for their work, who have a long runway ahead of them, who seek to to operate in spaces of the market with low competition or high barriers to entry, and who have a fee and incentive structure that is fair and reasonable. We seek quality of partners over quantity of assets. Because Eric Schleien made a boutique shop instead of a large firm we are able to access niche markets and underfollowed opportunities. Our clients, who we proudly call our investment partners are individuals, families, and organizations that see investments rationally and like a business. Purchasing a stock is the same as purchasing a piece of property or any valuable asset. We are proud to have a choice group of highly intelligent, dependable, and rational partners.
Thinly-traded securities Over-the-counter securities Publicly Traded Private Companies NOL shells Community Banks Litigation Stubs Deeply unpopular industries Overlooked or stereotyped markets Liquidations Mergers Non-reporting “dark” companies High priced securities Miscategorized firms Compound Mispricings Rights Offerings Spin-offs Tracking Stocks
One of the main factors that Eric Schleien looks for in a company is the individuals. Relationships are at the core of any partnership and he sees people as being part and parcel of the company and it’s potential. He doesn't just invest money, he invests himself and forms relationships that bind his and your investments together.