Private Investment Strategy

The CCAF Strategy invests both long and short, with a value bias.  It seeks to invest opportunistically, allocating capital to the best opportunities at any given time. The goal is to generate attractive risk adjusted returns over a long-term time horizon.

Capital is allocated to the best opportunities based on bottoms up research. Our most successful investments have been with management teams turning around poorly run companies and implementing shareholder friendly business plans. We call the combination of intelligent business decisions and exceptional capital allocation Thinking Right and frequently look for management partners that are Thinking Right.