Objective: To deploy capital on a highly opportunistic basis while viewing cash as an important portfolio tool in order to generate strong real rates of return over time.
Roumell Investor Day, September 20, 2016
Roumell Investor Day, November 5, 2015
Roumell Investor Day, September 12, 2014
We are honored to be included in the recently published book, The Art of Value Investing: How the World’s Best Investors Beat the Market
by John Heins and Whitney Tilson