Investment Strategy
Because the investment business is very competitive, Far View seeks out investments with structural or behavioral anomalies that provide the Partnership with an advantage. Far View focuses on finding securities that are trading at a material discount to fair value and where we can understand why the security is being sold and why the Partnership has an “edge” compared to the seller.
Competitive Edge
We believe our edge comes from deep fundamental research, patience in waiting for the right opportunities, and a contrarian mindset when market sentiment becomes extreme.
Key Characteristics
- —Focus on special situations and value investments with a multi-year time horizon
- —Highly concentrated portfolio in top highest-conviction positions
- —Disciplined valuation approach with a focus on minimizing permanent capital impairment
- —Invest where we have a structural or behavioral edge over the seller
Portfolio Construction
Far View invests mainly in long investments in both domestic and international equities and will be highly concentrated in its top few positions. The portfolio reflects our highest-conviction opportunities identified through deep fundamental research.