Attempts to screen companies that have, in their view, the largest real business upside within listed equities. These names are then run through their extensive forensic framework to be identified for an in-depth engagement. They become prospective candidates for a portfolio that is typically comprised of 10-20 names. It is a strategy that focuses on delivering superior risk adjusted returns by primarily targeting under institutionalized names without associated volatility. It aims to create a book that possesses superior cash flow growth over meaningful periods.