Investment Philosophy - The investment philosophy emphasizes prudent investing while avoiding high-risk, high-yield opportunities, focusing on performance in down markets rather than up markets [1] - Fundamental valuations and good corporate governance are key drivers of the investment approach [1] Investment Focus - The company focuses on income-generating securities, including REITs, publicly traded alternative asset managers, and select high dividend stocks [1] - There is a particular interest in analyzing preferred stocks, which are often overlooked by mainstream investors [1] Market Positioning - The company believes that publicly traded partnerships, especially those of alternative asset managers, are undervalued by most institutional investors [1]
Claros Mortgage Trust: Dividend Suspension Will Benefit Company In Long-Term