Green Capital Investment Strategy
Green Capital's investment strategy is event-driven and value-oriented, specializing in the identification and analysis of securities likely to experience a change in value resulting from market catalysts. The firm’s investment activities may be classified under three strategies:
- Merger arbitrage – mergers, acquisitions, buyouts, hostile takeovers
- Special situations – restructurings, spin-offs, litigation, short sales
- Undervalued securities with a catalyst – management change, shareholder activism, industry consolidation
Green Capital's companies balance long term vision with relentless daily execution. Our team collaborates with company leadership in a disciplined process defining core business metrics that provide objective measures of performance and lay the groundwork for decisive action.
Description
When success means both unlocking and increasing value, Green Capital's unique and disciplined approach to investing seeks to set out a reliable path to delivering favorable results. For Green Capital, the alignment of multiple interests is critical to building a successful business. Few private equity investors can match our record of constructive negotiation reaching innovative collective bargaining agreements with organized labor. For the forest products industry, environmental and First Nations constituencies are highly influential; and in healthcare, consumers, academic medical centers, unions and community groups seek new paths forward in the face of structural and regulatory challenges. Similar dynamics affect the many constituencies engaged with our aerospace and defense community and in other sectors in which we seek investment opportunities.
Final result
Green Capital focuses on medium- to large-cap companies in developed countries, excluding Africa and some part of Asia. The firm is highly selective and opportunistic with its investments, which can minimize market risk and create a lower correlation with overall markets. Our approach requires deep fundamental research and analysis. The firm has achieved its results with little to no leverage and a disciplined approach to risk management.
