- We are long-term, patient, and active value investors. Our mission is to be responsible stewards in our clients’ financial lives. Our objective is to seek long-term growth of capital.
- Within the O'Keeffe Stevens portfolio, positions thought to have aligned management teams were proven incorrect recently, and others on our watchlist have exhibited similar fates.
- Unreasonable incentive compensation packages for management teams delivering minimal shareholder value are far too prevalent.
- Achieving specific ROI measures, organic growth targets, or margin profile should be long-term drivers of business fundamentals.
For further details see:
O'Keefe Stevens Advisory Q1 2022 Update