Best for Long-Term Performance - Active Value Fund
Accretive Capital Partners, LLC0
Accretive Capital Partners was founded in 2000 and is headquartered along the shoreline of historic Madison, Connecticut. Our firm is a 15-year-old private investment fund focused on value investing in small and micro-cap public companies. We believe that responsible, active investment firms serve an important societal role in identifying and supporting outstanding business leaders as they transform their visions of fulfilling market needs into realities of new products or better services, improving life for all. We seek to partner with these business leaders, who have demonstrated success in allocating assets to generate extraordinary returns on invested capital as they build superior businesses. And we are committed to allocating the funds entrusted to us by our investors intelligently, honorably, and just as rationally.
Accretive Capital Partners was established and is managed by Richard Fearon, who applies the analytical rigor he learned at Williams College and from an MBA in finance at the Wharton School of Business, together with the practical investment tools he acquired as a private equity professional in the 1990s. Mr. Fearon identified an opportunity to build a business focused on the extraordinary disparity between middle market private equity valuations and public micro-cap company stock prices through an active value investing strategy.
Our firm’s niche strategy of identifying undervalued stocks of fundamentally strong public companies that represent attractive take-private candidates capitalizes on these disparities. We apply a private equity approach to public market investing: immersing ourselves in the relevant industries, conducting thorough due diligence, maintaining an active dialog with management teams, providing advice to add shareholder value and, ultimately, driving optimal exit strategies to maximize value. The fund typically holds investments for five years and provides its investors with transparency they seek through public filings, mark-to-market valuations of their portfolio, and liquidity they need through annual withdrawal privileges.