We seek out companies with good management teams, unique or sustainable business models, strong brands, high/improving ROIC, strong balance sheets and meaningful free cash flow. Focus on capital preservation as a core portfolio management goal at the individual stock level. The philosophy and process of 12th Street Asset Management strongly influences its three investment vehicles.
12th Street Asset Management has employed the same time-tested investment philosophy since our founding. Benchmark agnostic, go-anywhere approach seeking attractive businesses with neutral risk/reward characteristics. A concentrated, all cap portfolio that provides the flexibility to invest in any securities that meet our investment criteria.
12th Street Asset Management has employed the same time-tested investment philosophy since our founding. Benchmark agnostic, go-anywhere approach seeking attractive businesses with neutral risk/reward characteristics. A concentrated, all cap portfolio that provides the flexibility to invest in any securities that meet our investment criteria.
Services
12th Street Asset Management believes that managing concentrated, high active share portfolios is the best way to consistently add value. Superior investment returns can be achieved by investing in a limited selection of good, undervalued companies, and then managing risk by focusing on margins of safety at the individual stock level and making capital preservation a priority.
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