Buxton Helmsley delivers exceptional value through rigorous analysis, proactive engagement, and disciplined execution.
Concentrated portfolio of undervalued companies with clear catalysts for value realization.
Learn MoreA forensic, research-intensive approach to identifying undervalued companies and working alongside leadership to realize value.
Learn MoreCreating sustainable value through constructive engagement with portfolio companies.
Learn More"In May 2023, Bloomberg reported that new accounting rules had forced approximately eighty S&P 500 companies to reveal at least $64.1 billion in supplier finance obligations that had previously been invisible to investors.¹ The obligations were not new. The companies had been carrying them for years—in some cases, for over a decade. What was new was the disclosure. For the first time, investors could see the scale of a financing mechanism that had quietly become one of the largest categories of unrecognized leverage in American corporate finance."
View Insights ArticleBuxton Helmsley employs a concentrated, research-intensive investment process grounded in forensic financial analysis and an institutional understanding of securities regulation. The firm takes meaningful positions in a select number of companies where it has developed high-conviction views on value, and engages constructively with management and boards to realize that value for all shareholders.
Concentrated portfolio of high-conviction positions
Investment process rooted in forensic financial analysis
Constructive engagement with boards and management teams
Disciplined risk management and portfolio construction
Buxton Helmsley has been recognized by leading financial publications and industry analysts for our commitment to excellence and results.
for Fossil Group shareholders within 2 years of securing board representation
Through disclosure changes, SEC enforcement action, or bankruptcies
Bloomberg, based on number of campaigns
As Buxton Helmsley
* The +440% return figure for Fossil Group, Inc. (NASDAQ: FOSL) assumes a shareholder held their shares continuously from March 24, 2024, for nearly two years forward.
Learn how our approach to active ownership, fundamental research, and corporate engagement drives long-term value creation across market environments.