About Our Fund
Hedge Fund
Specifics
How
to Invest
Around the Clock Partners, LP maintains several key investment strategies to remain adaptable to market conditions. Our primary area of focus is within the small and micro-cap sector. We strive to find those companies with executable business models, energetic executives, low barriers to entry, and less competition.
During the steep NASDAQ decline and through 2003, we concentrated on companies that traded at a discount to their inherent “true” cash levels. During stagnant or contracting economic periods, the saying that “cash is king” is never so true. We find that companies that fit our Cash Discount Model are always ripe for takeover.
Another strategy we utilize in selecting investments usually follows extreme dissatisfaction by previous shareholders. After a company releases negative news, either involving an earnings warning/shortfall, an SEC inquiry, an adverse FDA ruling, or one of many other scenarios, the stock will usually take a steep decline. After we witness a period of high volume selling, followed by a leveling off period, it is only then that we elect to open a position. Although a company’s stock price may be cut in half, or even more, it still may not meet our criteria for investment. It is our years of experience that have allowed us to sort through these disasters, and enter only those with the highest likelihood of success. We have elected to call this our Short-Term Oversold Model.
One of the more recent strategies we have implemented requires that we develop a deeper relationship with company management. Through private investments in public equities (PIPEs), our fund has committed to taking larger stakes in companies. Our commitment has been evidenced by SEC ownership filings in several of these companies.
Day-to-Day different opportunities arise either through one of our trading models, a geopolitical event, industry crisis, or many other situations. Around the Clock Partners, LP prides itself on being focused for each trading day and the future.
