Our Investment Strategy
CFI Fund is a hedge fund that invests primarily in the common equity of publicly listed U.S. community banks. Its portfolio managers believe this space will outperform the broader stock market over the long-run, primarily as a result of consolidation and the industry’s strong financial position.
Led by a former industry insider and top ranked sell-side analyst, the fund typically owns 15-20 core positions, placing a heavy emphasis on fundamental bottoms-up analysis and management quality.
Under this concentrated approach, the investment team has been able to consistently generate alpha through the achievement of superior company-specific knowledge.
The three characteristics that define our investments are:
- Better-than-peer Core Value growth (proprietary concept)
- Superior takeout potential
- Reduced market risk/correlation
In addition, the strategy adheres to an ethical investment policy designed to increase returns, reduce risk, and align our investment activities with the best interests of society.
For a copy of CFI Fund’s slide deck, Ethical Investing Policy or to set-up a conference call with portfolio management, please contact Paul LaFountain at 267-620-0639 or email@example.com.
The CFI Fund Team
Frederick “Ted” C. Peters IICEO
Jason D. O’DonnellPresident & CIO
Lee CalfoDirector of Administration
Paul LaFountainResearch Analyst
A Key Tenet
The U.S. bank stock market: where ethical investing is smart investing.
The CFI Fund is offered on the Alden Capital Management platform. Headquartered in Wayne, PA, Alden Capital Management is a Registered Investment Advisor with more than $700 million in assets under management.
The firm, which is part of the Alden Investment Group family of companies, offers institutional investors and high net worth clients several actively managed strategies via hedge fund and separately managed account vehicles.
- Focus on underfollowed companies
- Maintain a concentrated portfolio
- Behave and invest ethically
- Minimize net long manipulation and market timing