A non-traditional approach to value investing
Please join us on Monday, October 4th at 2:30pm EST for a Spotlight Call with Dakota’s newest partner: AREX Capital Management.
AREX manages a concentrated (15-20 holdings) value-oriented portfolio. During the call, we will speak with Andrew Rechtschaffen, PM and founder of AREX, about value investing and how it has changed over the last several years.
Topics we will be discussing include:
1. The AREX perspective on value investing
2. The AREX approach to identifying undervalued companies with a clear catalyst to change
3. Why concentration in an actively managed portfolio is important
4. AREX's conversion from long/short to a long-only fund
5. Engagement with company management and subsequent value creation
About AREX Capital Management:
AREX is a value-oriented investment management firm with an opportunistic approach and seeks to generate returns through intensive research, rigorous fundamental analysis, and active value creation. The investment team is experienced in identifying unrecognized value with a focus on developed markets and larger small-cap and mid-cap companies.
The investment process prioritizes creativity, diligence, and thoughtful investment selection. The team actively engages both privately and publicly with company management teams and boards of directors. Andrew Rechtschaffen is the founder and CEO of AREX. Prior to AREX, Andrew was a Partner at Greenlight Capital, a managing director at Citadel, and the founder of Obrem Capital Management.
