Philip Timon

Downtown Associates invests primarily in small cap growth stocks all within a concentrated portfolio. Based on their intensive quantitative and qualitative research, they purchase select companies at deep value entry points to their intrinsic value. Downtown Associates believes their portfolio holdings exhibit strong growth potential over a three to five year period.

Endowment Capital Group manages a highly concentrated portfolio of small- and mid-cap equities. The firm invests in companies that can benefit from accelerated top-line growth as their industries move out of a cyclical down-trend, achieve operating margin expansion through a superior business model, and eventually see their stocks enjoy a higher valuation multiple.

Functions as a College/University

Manufactures polishes, sanitation goods and chemicals

Owls Nest Partners IA aims to achieve long-term outperformance by investing in a highly concentrated portfolio of publicly traded equity securities. The firm generally seeks to invest in quality small and mid-capitalization stocks (generally with market capitalization below $6 billion at the time of purchase) at a time when their businesses are misunderstood, and their stocks are oversold and substantially undervalued.