Levered Insight manages client capital with a long/short tax-sensitive investment strategy aimed to capitalize on businesses facing significant operational and financial issues that may require restructurings, workouts, or recapitalizations.
Contact
➤ LOCATION
5233 Parview Drive South
Charlotte, NC 28226
☎ CONTACT
Eduardo Brea, CFA - Founder & CIO
ebrea@leveredinsight.com
(704) 236-5437
Investment Proposition
Episodic Challenges...
In a dynamic economy, many companies face episodic challenges to their business models and financing structures.
... and so they often miss RWR Opportunities.
Companies undergoing RWR are often discarded in the public markets and can become materially undervalued.
...Produce RWR's routinely.
Recapitalizations, workouts, and restructurings (RWR) are a normal course of business.
A Rise in interest rates ...
Low GDP growth and ultra-low interest rates are fomenting aggressive capital allocation decisions, including using low cost borrowings for acquisitions and share buybacks at high prices.
Investors look for different things...
Institutional and retail investment communities are prone to either chase recent excess performance or demand low fees and market returns.
Will create Opportunities, Long and short
RWR are expected to proliferate and provide attractive investment opportunities, both long and short.