Buxton Helmsley Active Fund, L.P.

Key Strategy Points

• Concentrated portfolio of 5-10 high-conviction positions
• Deep fundamental research with proprietary valuation models
• Active engagement with portfolio companies
• Focus on small to mid-cap companies across developed markets

Investment Philosophy

We believe markets regularly misprice assets due to short-term thinking, behavioral biases, and institutional constraints. Our approach exploits these inefficiencies through rigorous analysis and a long-term perspective.

• Identify substantial discrepancies between market price and intrinsic value
• Focus on businesses with strong competitive positions and sustainable cash flows
• Employ a margin of safety to protect capital
• Leverage informational advantages through deep sector expertise

Research Process

Our investment team conducts exhaustive fundamental analysis, building proprietary financial models that stress-test assumptions across various scenarios.

• Bottom-up analysis with a catalyst opportunity for chanage
• Extensive experty network providing unique insights
• Rigorous assessment of factors affecting long-term value

Active Engagement

As shareholders, we engage constructively with management teams and boards to drive long-term value creation for stakeholders.

• Strategic advice on capital allocation and operational improvements
• Board representation in select situations
• Collaboration with other institutional investors when appropriate
• Focus on governance enhancements that align interests