We all know differentiated returns are the only kind worth paying for.
Epigram Capital focuses on the smallest 20% of companies in search of mispriced opportunity. Many of our investments are in mundane industries that fail to attract investor attention.
Deep knowledge of obscure securities is research-intensive, but we’ve found returns justify the effort.
Our goal is to deliver idiosyncratic returns that are less reliant upon a strong economy or rising stock market.
MANAGER BIOGRAPHY
Dan Walker, CFA
Bridges Trust
Director of Research for $10 billion AUM advisor. Department head and portfolio lead on three strategies, all of which outperformed since inception.
Weitz Investment Management
Equity Analyst supporting $8 billion in AUM mutual fund complex.
Heartland Advisors
Equity Analyst supporting $8 billion in AUM mutual fund complex. Supported Heartland Value Plus, a Morningstar five-star fund that closed at $3.3 billion of AUM.
Wisconsin School of Business
MBA in Applied Security Analysis Program.