CFI Fund
Our Investment Strategy
CFI Fund is a hedge fund that invests primarily in the common equity of publicly listed U.S. 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, heavily emphasizing fundamental bottoms-up analysis and management quality.
Under this concentrated approach, the investment team has consistently generated 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
For a copy of CFI Fund’s slide deck or to set up a conference call with portfolio management, please contact Paul LaFountain at 267-620-0639 or paul@aldeninvestmentgroup.com.
The CFI Fund Team
Frederick “Ted” C. Peters II
CEOFrederick “Ted” C. Peters II
CEOJason D. O’Donnell
CIOJason D. O’Donnell
CIOLee Calfo
Director of AdministrationLee Calfo
Director of AdministrationPaul LaFountain
Research AnalystPaul LaFountain
Research AnalystThe Firm
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.
Our Principles
- Focus on underfollowed companies
- Maintain a concentrated portfolio
- Behave and invest ethically
- Minimize net long manipulation and market timing