Investment Philosophy 


Idea Generation

Goshawk Global Investments LLC has two categories of investment prospects:

  1. Unique, superior businesses undergoing significant change
  2. Corporate spin-offs

In both types of prospects, we seek a management team skilled at capital allocation.


Portfolio Construction

We construct a concentrated portfolio of less than 40 investments by utilizing a bottom-up process with an emphasis on valuation. We invest primarily in U.S. equities within all economic sectors.


Risk Analysis

In assessing the risk of an investment, we seek to avoid permanent loss of invested capital. We believe we minimize this risk by investing in superior businesses at a discounted valuation to our estimation of intrinsic value. 

 
Goshawk Investment Philosophy