Identifying exceptional ideas and targeting stocks at the turning point of their lifecycle.
CoVest Select is rooted in a fundamental, cash-flow-based investment philosophy.
But we know fundamental value alone is not enough. Timing is also key – we focus on launching co-investments as businesses enter a 12-to-18-month catalytic path.
We require multiple catalysts to qualify a co-investment candidate:
WE LOOK FOR OPPORTUNITIES WHERE A:
Company is experiencing a fundamental shift in its business
High return opportunity exists
Series of soft catalysts can be identified
Management team is open to a collaborative relationship
WE WORK WITH MANAGEMENT TO:
Improve investor communication
Implement strategy changes and/or re-allocate capital
Develop hard messaging opportunities and identify financial catalysts