THE TMR PROCESS
TMR’s investment process is structured by design. Our upfront
research enables us to best capitalize on market opportunities.
Qualitative, quantitative, and proprietary sourcing
Inflection / Event Driven
Broader Value Definition = More Potential Opportunities
Seek A Variant View
Identify Overlooked Companies
Trading & Transaction Comps
Analyze Financials (Highlights): Margins, Leverage, Growth, Valuation Multiples
Full Financial Performance Review
Unit Economics Assessment
Business Model
Capital Structure
Understand Bull/Bear Case
Check For Red Flags
Industry Overview
Private Equity Level Analysis
Key Assumptions Established
Formal Variant, Research Driven View
Industry Conferences
SEC Filings Review
Talk to Management, Shareholders, Customers, Stakeholders, Industry Participants
Rigorous Ongoing Research
Concentration Forces Discipline
Recycle Capital To Highest Risk/Reward Investments
Exposure Monitoring