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David Berry By Komfie Manalo, Opalesque Asia:
Houston, Texas-based Kaizen Management LP is not concerned with short-term market movements, knowing that the markets can be irrational at times but eventually normalizes over the long-run. Instead, the long-term oriented hedge fund firm believes in the underlying fundamentals in the businesses it has exposure to when looking at alpha generation.
Speaking to Opalesque in an exclusive interview, Kaizen Capitals Managing Principal, General Partner at Kaizen Management and General Partner at Select Contrarian Value Partners, David Berry said that people might think of Kaizen as having a private equity mentality but with liquidity and low leverage. However, he insisted that Kaizen is a believer in concentration.
David commented, "We like to have investments in about 15 companies. We practice an infinite loop style of due diligence on our owned companies. I travel extensively and repeatedly to visit management teams and make site visits all over the world. We look at these investments as companies. We like hard assets (to fight fiat currencies) that are consumable, non-renewable, short in supply and long in demand, with great management teams, enormous scale, and that have western style governance and where western technologies can be brought to bear. Our investment style never changes. We try to find investments that we feel have no more individual downside than 25% and upside of 100%+ within two years."
Indeed Ber...................... To view our full article Click here
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